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Contract Management & Billing

part of the Autotask PSA Software Solution product line, by Autotask

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

Other Applications

The following applications are designed to work hand-in-hand with Contract Management & Billing:

"Contract Management & Billing" is part of the Autotask PSA Software Solution line of products, developed by Autotask .

Related Products

"Contract Management & Billing" is part of the Autotask PSA Software Solution line of products, developed by Autotask .

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  • System Requirements

    Desktop

    • Web-based

    Server

    • Hosted as a service
  • Industries

    Autotask PSA Software Solution is made for businesses in the following industries:

    • Accounting/Legal/Professional
    • Architectural
    • Associations
    • Commercial & Service
    • Computer & Electronic Products
    • Construction
    • Consulting (Business, Management)
    • Distribution/Wholesale Trade
    • Educational Services
    • Engineering
    • Finance & Insurance
    • Government & Public Administration
    • Government Contractors
    • Health Care & Social Services
    • Heating, A/C and Ventilation Services
    • Information & Recording
    • Management & Administrative Support
    • Marketing
    • Non-Profit Organization
    • Real Estate & Property Management
    • Retail Trade
    • Software Development
    • Sports, Arts & Entertainment
    • Systems Integrators
    • Transportation
    • Utilities
  • Product Demo

    If you want a product demo of Autotask PSA Software Solution, you need to speak with an authorized Autotask provider. We can help with that. Fill out our Software Search form.

  • Product Training

    If you want training for Autotask PSA Software Solution, you need to speak with an authorized Autotask provider. We can help with that. Fill out our Software Search form.

  • Product Support

    If you want support for Autotask PSA Software Solution, you need to speak with an authorized Autotask provider. We can help with that. Fill out our Software Search form.

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