Invoicing and Payment Processing
Simplify your billing and payment processes with tools that make managing invoices and payments straightforward and efficient. Whether you're billing for resource usage, projects, or services, the platform offers flexibility and automation to save time and enhance transparency.
Invoicing & Billing
- Generate invoices and quotes based on various criteria, such as users, supervisors, booked time, actual usage, service requests, projects, or ad-hoc items
- Schedule and send recurring invoices automatically
- Integrated credit card payment processing
- Ability to send quotes and invoices via email or download them as PDFs
- Track when an invoice is viewed by recipients and request approval
- Link invoices to project or reservations
- Assign user-based credit or spending limits for reservations, facilitating controlled usage and payment tracking
Accounting and Payment Integrations
- Push invoices and payments to Intuit QuickBooks Online for streamlined financial management
- Process credit cards online or in person (with supported partners)
- Manage user spending accounts to pay invoices with credits or internal balances
- Work with QReserve to produce custom financial platform reports and integrations
Automated Workflows
- Automatically generate reservations, credentials, invoices, or reports with recurring subscription tasks
- Manage memberships subscriptions with automatic payments
- Create reservation and request approval workflows to prevent surprise charges
- Create spending accounts that are topped up automatically after invoices are paid
Custom Invoice Scripts
Invoice scripts are an incredibly powerful tool to help manipulate invoice items that are generated from reservations. When an invoice script is attached to a resource, any invoice that is generated from that reservation will first be processed by this script and allow you to automatically manipulate, add, and remove invoice items and invoice fields.
Use cases invoice scripts unlock:
- Apply discounted or penalty fees for cancelled reservations automatically based on when the reservation was cancelled or other factors
- Add on additional static invoice items when specific criteria are met
- Update the invoice memo or payment instructions based on information from the reservation
- Decide to remove an invoice item or not apply it to the invoice in some situations
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