Billing is central to your business revenue model. The billing features in Replypad help ensure that services provided to clients are correctly invoiced. These services may include monthly recurring contracts, time and material charges for specific projects, charges for products sold, parts used, and more. The various billing features in Replypad are integrated across different areas, allowing your team to easily log charges and time spent. Additionally, Replypad supports seamless invoicing, such as to QuickBooks, and helps manage and automatically enforce the different terms, rates, and conditions agreed upon with the customer.
Products and Services are a catalog/price list of all the services and products you offer and their prices.
Read more about using Products and Services.
Charges help you capture more billable time, log and bill for products sold, parts used, and services provided, as well as track time spent on different tasks — whether billable or not. You log charges for both customer billing and tracking purposes.
For more information, read Using Charges.
Contracts are service agreements with your customers that define how you will charge for services, what is covered (or not) by each contract, the rates and prices to use, discount terms, and the overall status of the agreement. Contracts can be defined for a single term, such as a project, or be recurring, such as a monthly MSP contract covering the various managed services you provide.
For more information, read Contracts.
Open balances: Easily review customer open balances. These balances accumulate under the customer account and can result from users logging charges for products sold and services provided or from contracts automatically renewing (e.g., monthly) with their price per period automatically added as customer charges occur.
Invoicing: Any open customer balance can be easily invoiced to QuickBooks. Invoices can be generated individually or in bulk.
The invoicing process may occur at different levels:
Invoice individual charges: Invoice specific charges for individual customers.
Invoice at the conversation (service ticket) level: Include all charges associated with a particular service request.
Invoice at the customer level: View all open balances for a customer and invoice the total balance (i.e., one invoice per customer).
Invoice at the customer-contract level: review open balances accumulated under each contract and generate a separate invoice for each contract.