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Autotask was designed to automate billing of all project and service related costs, resulting in timely invoicing. Out-of-the-box billing formats save more than 50% of the costs for many customers over what they spent on their billing cycle prior to Autotask implementation.
Contract Automation: Business rules and rates for complex billing, multiple projects per contract, support for projects and service tickets.
Billing Methods: Fixed Price, Time & Materials, Milestone & Percent Complete, Prepaid Retainer, Block Hour & Cost Plus contracts
Approve and Post Workflow: Pre-bill reports, spreadsheet style approvals, adjustments and write-offs on labor/costs/milestones/expenses
Project and Service Ticket Billing: Items to invoice by client or project, preview and print billing detail, custom invoice styles, invoice history
Accounting Integration: Export wizard for CSV and Excel, direct QuickBooks integration, track accounting invoice numbers