Take advantage of automation to help you run operations. Allow your team to continue work without waiting for an admin to create a new period and guarantee your invoices are created on schedule by automatically renewing your your ongoing services and setting up auto-invoicing.
Using this guide, you can:
If your business has consistently recurring periods, rather than one of your staff needing to manually create new periods, you can configure Accelo to generate a new period as the current one expires. When your periods auto-renew, any templated tasks will be setup and put on your staff schedules in real-time, and your clients can be automatically invoiced.
If your staff are working on an any issue allocated to a retainer that is still open when the current period expires, their work will then be tracked against the new period.
When you set-up your retainer, you can specify whether the retainer should Auto Renew Periods by clicking the check box. You can also configure when a new period should be created in relation to the expiry date of the current period, e.g. Auto-renew 5 days before the latest period expires. Many clients choose to give a few days in between to alert clients of the auto-renewal, or to send out invoicing.
If you choose to auto-renew periods, Accelo can also automatically generate the period invoice.
You have a few options when auto-invoicing:
Do Not Create an Invoice - The invoice will not be created.
Create Invoice - Invoice created within Accelo, but not sent to your client.
Create Invoice & Send Email - Invoice created and emailed to the default billing contact.
Create Invoice & Fax - Invoice created and faxed to the default billing contact.
Create Invoice & Notify accounts user - Invoice created and a copy is emailed to your accounts staff member for review/postage.
NOTE: When you first create a Retainer and set it to Auto Invoice, you need to manually invoice it for the first Period. Going forward, each time a Period is renewed, an Invoice will be auto-generated.
See the Invoicing page for more information on how these invoices are handled.