The following information provides detail on the fields and options on the Auto Billing screen. BillQuick Online memorizes configurations set on this screen and creates an entry in the Memorized Invoices screen.
To access this screen, click the Auto Bill link on the Projects—Billing Tab.
Project ID (Read Only):
This field displays the ID of the project for which you are configuring auto billing settings.
Name (Read Only):
This field displays the name of the project for which you are configuring auto billing settings. Enter an easily identifiable name.
Inactive:
Select this option to indicate inactive status.
Description:
Enter descriptive information for the auto billing set up in this field.
Schedule Settings
Frequency
This drop-down list gives you the options for selecting auto billing frequency. The available options are Daily, Weekly, Biweekly, Monthly, Semimonthly, Bimonthly, Annually, etc.
Specify the limit for auto billing using any of the following options:
Never Expires: The invoice will be sent for processing according to the frequency selected. However, the processing cycle of invoices will never stop.
Repeat: (Times): The invoice will be sent for processing according to the frequency selected. However, the processing cycle of invoices will continue till the specified number of times.
Start Date:
You can specify the start date for the auto-bill schedule. This is the date when auto-billing will begin.
End Date:
You can specify the end date for the auto-bill schedule. This is the date when auto-billing will stop.
Notify Settings
Invoices will be processed by:
Select from the drop-down list the ID of the employee or vendor who will be responsible for the processing of memorized invoice. When the specified Web User logs into BillQuick Online, he will be prompted by Memorized Invoice screen to process the invoice, if the invoice is due according to the schedule set.
Automatically process and inform:
Select from the drop-down list the ID of the employee or vendor who will be responsible for the processing of memorized invoice. With this option selected, invoice will be automatically processed by BillQuick Online and the message will pop up on the screen. Clicking on it shows the message notifying the person about the processed invoice.
Other Settings
Use Next Available Invoice Number:
The next sequential invoice number will follow the invoice number sequence which has been specified in the global settings screen. However, if the Custom Invoice number option has been set at the project level, preference will be given to it.
Use Custom Invoice Number:
Select this option to use customized invoice numbering on invoices. Specify the Prefix, Last Invoice Number and Suffix in the available text boxes.
Release Time:
Associates time entry automatically with the manual invoice which has been processed. However, the time entries do not affect the invoice amount.
Release Expenses:
Associates expense entry automatically with the manual invoice which has been processed. However, the expense entries do not affect the invoice amount.
Use Memo on Invoices:
If selected, it ensures that the memo details are displayed on the invoices.
Process As a Draft:
When selected, this invoice will be generated as a draft and will require processing before it is finalized and sent to the client.
Memo:
Allows you to edit or create a memo for the memorized invoice selected.
Automatic Billing Button Panel
Help:
Opens the BillQuick Online help in the Automatic Billing section.
Save:
Click Save button to record a new entry.
Return:
Closes the screen and takes you back to the Project-General tab.