Topic
Learn how the billing period works for NinjaOne's Billing tool.
Environment
NinjaOne Billing
Description
First, enable NinjaOne's Billing tool. Learn how to here: NinjaOne Billing: Getting Started with Professional Services Automation (PSA).
Understanding Billing Periods
Next Bill Date
- Only displayed for agreements set to automatic billing.
- Automatically populated if not set, based on the Interval and Date / Day of the Month / Day of the Week settings, an invoice will be created to the next date.
- Can be edited to a future date.
- You can only select dates that align with the Day of the Month / Day of the Week settings for quarterly, monthly, and weekly intervals.
- No invoices will be automatically generated until this date is reached.
- The date automatically increments when an invoice is automatically generated. It is calculated based on the interval.
Start Bill Date
- Initially, this is set to be the same as the agreement start date.
- Can be edited to any date in the past or future.
- If it overlaps with an already billed period, you will be prompted to confirm.
- The date automatically increments when an invoice is generated, either automatically or manually. It is calculated based on the interval.
Billing Periods
- When an invoice is generated, the billing period start date and end dates for that invoice are tracked.
- When an invoice is generated, the billing period start and end dates for each non-time-entry product on the invoice are tracked.
- The billing period start and end dates can be edited before an invoice has been approved.
Additional Resources
Refer to NinjaOne Billing: Resource Catalog to view all related articles.