Topic
NinjaOne provides multiple resources for our robust billing tool, a component of NinjaOne Professional Services Automation (PSA). To aid your search for knowledge, refer to this catalog for a complete list of guides and brief descriptions of each.
Environment
NinjaOne Billing
Description
Select a category to find related resources:
Getting Started
To set up this feature in NinjaOne, refer to NinjaOne Billing: Getting Started with Professional Services Automation (PSA).
General Supporting Documentation
Use the following resources to learn about each feature in the NinjaOne Billing tool:
- Global Finance Overview: Interact with the Finance dashboard in NinjaOne.
- Agreement Services: Agreements bill specific products or product groups at a set frequency and define rules for mapping time entries. Agreement templates build the core data for invoice creation. This article explains how to create and use them.
- Products: Products are the line items or merchandise being sold, which can be added to service agreements for invoicing. This article describes the available product types and explains how to include them in a service agreement or labor ticket.
- Invoices: Edit invoices to control how time entry items are displayed on invoices. This feature allows you to present information in the format of your preference.
- Billing Periods: Learn how billing periods work in NinjaOne's PSA tool.
- Time Entries: Configure invoice data to control how time-entry items are displayed on invoices.
- How to Bill a Labor Ticket Time Entry Product: Create a labor ticket time entry product for automated billing of ticket time entries.
- Account Codes: This article explains how to use NinjaOne Billing to define your account codes and map them to your products and the corresponding codes in your accounting tool.
Billing Integrations
- NinjaOne PSA and Billing: Activate the QuickBooks Integration: This article explains how to activate the QuickBooks integration within the NinjaOne Billing application.
- NinjaOne Integrations: Xero PSA and Billing: This article explains how to activate the integration between NinjaOne and your Xero accounting tool.
Help and Troubleshooting
Use the following resources to resolve questions or issues involving NinjaOne Billing: