- Collect time entries and products.
- Apply rates and contracts.
- Review and send invoices.
What you can bill
- Time entries from tickets.
- Products added to tickets.
- Bundles and recurring items.
- Usage-based quantities.
Where to find the billing features
Use the Billing area in the left navigation to access the following billing features:Invoices
Access and manage your invoices list.
Products and services
Add pricing for your products and services, bundle them together, and add them to an invoice.
Contacts
Manage your contact list to send invoices to.
Approve and invoice
Obtain approval and send invoices.
Track unbilled items with Dynamic Quantities
Gorelo provides Dynamic Quantities to automate your billing by increasing or decreasing quantities of products and bundles and suggesting items that you haven’t billed yet. Currently supported features are:- Asset Tags
- Contact Tags (M365)
- Pax8 subscriptions
More automation features
Recurring billing
Set up contrcats to manage recurring invoices.
Partial invoice
Use prorate items to partially invoice a ticket.
Next Steps
Explore the following guides to learn how to use Gorelo Billing to its full potential:Add a Pay Now button
Use invoice templates to turn on the Pay Now button and get paid faster.
Understand hourly rates
Use Billing Role and Work Type multipliers to set an hourly rate.
Set a labor rate
Set a rate based on the role or the type of work you’re invoicing.