Topic
NinjaOne provides multiple resources for our robust Billing tool, which uses professional services automation (PSA). To aid your knowledge search, refer to this catalog for a complete list of guides and a brief description of each.
Environment
NinjaOne Billing
Description
Select a category to find related resources:
Getting Started
Use the following resource to set up this feature in NinjaOne: 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:
- NinjaOne Billing: Agreement Services: Agreements bill a specific product or groups of products at a certain frequency and create rules for mapping time entries. Agreement templates build the core data for invoice creation. This article explains how to create and use them.
- NinjaOne Billling: 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.
- NinjaOne Billing: Invoices: Edit invoices to control how time entry items are displayed on invoices. This allows you to present information in the format of your preference.
- NinjaOne Billing Periods: Learn how the billing period works for NinjaOne's PSA tool.
- NinjaOne Billing: Time Entries: Configure the invoice data to control how time entry items are displayed on invoices.
- NinjaOne Billing: How to Bill a Labor Ticket Time Entry Product: Create a labor ticket time entry product for automated billing of ticket time entries.
- NinjaOne Billing: 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: Enable the QuickBooks Integration: This article explains how to enable the QuickBooks integration within the NinjaOne Billing application.
Help and Troubleshooting
Use the following resources to resolve questions or issues involving NinjaOne Billing: