What is pre-billing

Typically, you can only invoice once the order or product is completed

Pre-billing enables billing your customer before the product or order is completed.

Pre-billing can be done for the full amount or for some of it (partial pre-billing).

Full pre-billing

Pre billing in Billing statements is performed from the green puzzle piece.

The green puzzle piece shows you all the billable products, even if no tasks have been completed in them.

To pre-bill the order/s, mark them for billing and click “Generate statements”:

Partial pre-billing

Start by enabling “Pre-billing” in the system.

From: Administrator > Web administrator > configuration > settings:

Then, pre-billing can be performed from the green puzzle piece.

The green puzzle piece shows you all the billable products, even if no tasks have been completed in them.

First, enter the amount for pre billing in the “otal for billing” field (fig 1), them mark the orders for billing (fig 2), and generate the statement (fig 3).

If previous pre-billing was done, you can see the amount in the “Total billed” field

The remaining amounts for billing will remain in the generator.

If you need to fully invoices the remaining amount, you should do it from the orange puzzle piece.

If additional pre-billing is required for the same product, you should do it from the green puzzle piece.