With our billing module you're able to create rules, generate charges, and initiate the delivery of bulk or individual invoices.

This powerful module allows you to create rules and generate charges, initiate and distribute invoices individually or in bulk, and then export data to your external financial systems. It also provides the flexibility to create charges on an individual sample basis or for one-time or recurring events at the company level. This add-on gains optional enhancements through the Automation Server Add-on. 

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General features

   •  Create price schedules, simple or complex
   •  Define your own general ledger accounts and billing codes
   •  Download data to QuickBooks (Desktop or Online), Peachtree, or to a PDF
   •  Generate invoices by date range and by company with your own designated Invoice numbers

At the company level

At the sample level

   •  Customize your price schedule
   •  Create roll-up billing
   •  Add one-time or recurring charges
   •  Record payments

   •  Assign billing codes as needed (confirmations,             direct observation collection, etc.)
   •  Pass through vendor fees (lab, collection) at a flat       fee or with a mark-up (% or fixed amount)