Service Billing Overview

Service Billing (KSB) manages the billing of recurring and non-recurring IT services, providing an integrated platform for managing both the technical and accounting sides of service delivery. Billings can be based on specified set of managed machines and on Service Desk tickets and service requests. A built-in Dashboard includes a variety of key performance indicators that allow you to quickly identify customer billing status and revenue drivers.

Service Billing introduces a number of customer-facing and vendor-facing tables that can be configured to suit your business requirements:

Customers
Sales Orders
Recurring Services
Work Orders, for non-recurring services
Resource Types, supporting both standard and customer-specific rates
Expense Categories and Expense Types
Vendors
Parts
Procurements

Billable Items

Central to the design of Service Billing is a unified Pending Items workbench that can select and manage billable entries generated from any billable activity throughout the VSA. Multiple invoices for multiple customers can be processed at a time, enabling you to manage all billing activity by billing cycle. Processed invoices are distributed via email as a PDF attachment to streamline the billing process. Invoices can be optionally printed and mailed. Lost or un-received invoices can be resent directly from the Kaseya Portal.

Recurring Services

Recurring services enable you to bill by recurring calendar time period. The service is delivered continuously throughout the entire time period. Different recurring services can be applied to each customer and billed using daily, weekly or monthly time periods. Each service can be based on a flat fee or quantity basis with the quantity being derived through a dynamic billing set or specific number.

Unlimited number of services
Flat fee or quantity pricing
Billing set or specific quantity
Optional initial service fee

QuickBooks Integration

Customers that leverage QuickBooks Online ® or QuickBooks Desktop for their financial accounting needs can benefit from real-time integration with Service Billing. New and existing customer records can be synchronized including address and customer balances. Generated invoices from Service Billing flow immediately into QuickBooks for receipt processing in addition to generating required tax and financial statements. This powerful integration provides managed service providers a complete view of their business operations.

Customer addresses in Service Billing can update customer addresses in QuickBooks
Invoices generated by Service Billing update QuickBooks.
Terms and billing codes in Service Billing can be mapped to QuickBooks
Customer balances in QuickBooks can update Service Billing

Note: Quickbooks customer address records are only updated in Quickbooks when a new Service Billing customer record is created. From then on, customer address information must be maintained separately in both systems.

Reports and Statements

The following reports and statements are provided:

Sales Order Summary Report
Sales Order Detailed Report
Work Order Summary Report
Work Order Detailed Report
Past Billed Invoice Report
Labor Activity Report
Invoice Tax Summary
Invoice Tax Detail
Unbilled Revenue by Customer - Summary
Unbilled Revenue by Customer - Detail
Unbilled Revenue by Item Type - Summary
Unbilled Revenue by Item Type - Detail

Setup

The Setup page provides an easy-to-use, interactive checklist for configuring Service Billing quickly.

Other Features

Other features include:

360° views of a customer's managed assets
Associated documents and system-updated notes, by customer and vendor
Open and historical financial views

Note: See Service Billing System Requirements.

Functions	Description
Customers	Maintains customer information for billing purposes.
Vendors	Maintains vendor information for procurement purposes.
Sales Orders	Documents the sale of an itemized list of recurring and non-recurring services to end customers.
Work Orders	Specifies the delivery of non-recurring services.
Recurring Services	Manages recurring services associated with a customer record.
Procurement	Tracks part quantities procured from a vendor for resale to a specific customer.
Parts	Serves as a catalog of vendor-supplied parts.
Documents	Stores files associated with customers and vendors.
General Entries	Creates billable entries that can be created and submitted immediately or saved and submitted later.
Pending Items	Generates invoices for billable items.
Past Periods	Displays invoices by billing cycle.
Past Invoices	Displays invoices by invoice.
Recurring Services Catalog	Defines default values for standard recurring services that can be associated with one or more customer records.
Resource Types	Specifies a skill, material or cost used to set the default rate for a billable labor item or entry.
Bulk Email Management	Sends bulk email messages to selected customers or vendors.
Application Logging	Displays a log of Service Billing module activity.
Setup	Provides an easy-to-use, interactive checklist for configuring Service Billing quickly.
Application Settings	Sets options and defaults that apply to the entire Service Billing module.
Lists	Defines list entries for a set of built-in lists.
Account Mapping	Maps Service Billing records to similar records in an external accounting system.
Configuration	Integrates the Service Billing module with an external accounting system.

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