Bluetrait Billing performs Product Management, Invoicing & Quoting"> Bluetrait Billing performs Product Management, Invoicing & Quoting">

Billing

Bluetrait Billing performs Product Management, Invoicing & Quoting

Generate and send Invoices as a PDF document](/content/billing#Invoices/index.html) Generate and send Invoices as a PDF document

Create and price products, with optional billing cycle for repeat purchases](/content/billing#Products/index.html) Create and price products, with optional billing cycle for repeat purchases

Product Assignments allows you to assign products to a Company to set recurring payments, discounts and due dates](/content/billing#Product%20Assignments/index.html) Product Assignments allows you to assign products to a Company to set recurring payments, discounts and due dates

Invoicing Workflow

How to create a new Invoice with Bluetrait Billing

  1. Create Invoice
    Fill out Company details (Company, Location, User)
    Select date and due date (if applicable)

  2. Add Products
    Select from products that have already been created
    The rest of the fields will be autofilled from the product information, but can be edited

  3. Save or Send
    Once the Invoice has been completely filled out, you can either "Save as Draft" or "Save and Send"
    "Save and Send" will send the Invoice to the users and carbon copied emails

Enquiry

If you have any questions or enquiries about Bluetrait's Billing Module, feel free to contact us. We can schedule a product demonstration or help set up a free trial.