BillingEDGE Overview
BillingEDGE provides comprehensive billing and invoicing functionality including quote generation, invoice creation, payment processing, and recurring billing management.
Initial Setup
Payment Processor Connection
- Navigate to BillingEDGE Settings
- Connect your Stripe account for payment processing
- Configure payment methods and processing fees
- Set up automatic tax calculations if needed
- Configure invoice numbering and templates
Products and Services
Add your products and services to the catalog with pricing, descriptions, and tax settings. These can be quickly added to quotes and invoices.
Creating Quotes
Quote Generation
Create professional quotes for clients including:
- Line items with quantities and pricing
- Automatic tax calculations
- Custom terms and conditions
- Digital approval workflow
- Conversion to invoices upon acceptance
Client Interaction
Clients receive secure links to view quotes online, accept digitally, or provide feedback. Track quote status and follow up automatically.
Invoice Management
Creating Invoices
Generate invoices from quotes or create new invoices directly. Include detailed line items, payment terms, and due dates with automatic reminder schedules.
Payment Processing
Clients can pay invoices online through secure payment links. Process payments manually using the virtual terminal for phone or in-person transactions.
Recurring Billing
Set up recurring invoice schedules for ongoing services with automatic payment collection and dunning management for failed payments.
Statements and Reporting
Generate client statements, aging reports, and revenue analytics to track business performance and manage accounts receivable effectively.