Month end in one pass.
Month end is a spreadsheet exercise.
Then QuickBooks gets retyped.
What if month end was one pass?
What would that fix for you?
Invoicing
A plan turns each period into one invoice.
You approve it in one queue.
QuickBooks
Invoices and quotes go to QuickBooks Online.
Payments are read back.
Quotes
Clients accept or decline from a link.
An accepted quote converts to an invoice.
Step by step
How it works
1Build a service plan: per tech, per device or flat.
- 2
Subscribe a client to the plan.
- 3
A billing run turns the period into an invoice.
4The invoice waits in the Approval Queue as Pending Approval.
5Approve it and it is numbered and payable.
- 6
Approving also sends it toward QuickBooks Online.
Swipe for the next step
What's different
Billable time, the plan and the invoice are one system.
Month end is one pass: queue, ticket charges, invoices.
Billing the same period twice comes back empty on purpose.
What stays in your hands
- Marking time billable does not invoice it.
- Ticket charges bill once a month, on the 1st, for closed tickets.
- A billing status needs a price and a QuickBooks product.
- QuickBooks Desktop is not supported.
Read more in the help center
- How to set up a client agreement and bill the first period
- How to go from agreements to invoices at month end
- What the QuickBooks Online page shows
- How to quote a job, get the yes and invoice it
- Let a client choose between two quotes from one link
- How to bill the right seat count and manage quotes
- How to manage a service plan from its detail page
- How to review, approve, send and fix invoices
- How discounts work in GoTenix
- Five ways to use service plans to run your whole client base
- How to set invoice rules, sales tax, plans, legal documents and profitability
- How to email a report to your team or clients on a schedule
Questions, answered.
Is there a PSA with QuickBooks Online integration?
GoTenix sends invoices and quotes to QuickBooks Online.
It reads payments back.
QuickBooks Desktop is not supported.
How do I bill recurring agreements in a PSA?
Build a service plan and subscribe the client.
Each period becomes an invoice in the Approval Queue.
You approve it once.
Can clients approve quotes online?
Yes.
They accept from the emailed link or in their portal.
They can choose between two quotes.