Billing Module: Key Feature Highlights

This article contains the primary functions of the Aiwyn Billing Module.

Overall Video Walkthrough:

Create Bills

View and find current unbilled jobs within a given timeframe. View and edit the fee structure for a particular job. Select multiple jobs from the same client group to create a single bill. 

Jump to section:

• View unbilled jobs
• Fee Structure per Job
• Create Progress Bill
• Create WIP bill 
• Draft Bills
• Assign roles for bill

View unbilled jobs

• • Sort, filter, customize list
  • export data

Fee Structure per Job

• • View and edit Fee Structure for the current job
  • Choose Fee Structure Type:
    • Hourly - Edit rates per staff member or standard
    • Fixed - Determine total job amount and option to include out of scope rates
    • Subscription - Determine Subscription amount, schedule, and option to include out of scope rates
  • Choose Fee Structure Billing Events
    • When milestones are met
    • When unbilled WIP reaches a threshold

Create Progress Bill

• Select one or more job from the same client group and create a progress bill
• View activity log
• Assign tasks to other staff
• Submit bill for review

Create WIP bill 

• Adjust hours, realization, or bill amount
• View activity log
• Assign tasks to other staff
• Submit bill for review

Draft Bills

• View draft bills based on status

• Review assigned bills
• Approve assigned bills
• Finalize assigned bills

Assign roles for bill

• Biller
• Reviewer
• Approver
• Sender