Agility CRM+ supports different billing methods for multiple vertical markets including Healthcare, Legal, IT, Automotive, Construction and other verticals. Four common methods of billing that are prevalent in most of the companies include:
- Block time without expiration/Retainer Method
With Agility CRM+ block-time billing method, you can bill the client upfront for a block of time worked, and those hours are deducted from the block. Agility CRM+ also provides flexibility and comfort in raising invoices with Quickbooks online. The real-time dashboards also show you alerts and the status of block time in the form of a bar chart. There is also a provision to include any third-party expense as a separate line item in the invoice if it needs to be reimbursed by the client.
- Block time with the expiration
The method is similar to the above method except that it has a pre-defined expiration date and cant be used past that date. The invoices are generated via QuickBooks online with the details for customer to verify and approve. The records of customer invoices are also stored in Agility CRM for future reference.
- Flat Rate
Agility CRM also allows you to bill the customer with a flat rate for the work/task done. Invoices are generated with Quickbooks online and the records are also synced back to Agility CRM.
- Time and Material
You can bill the customer based on the hourly rate pay for the work using Agility CRM plus any material or third-party services while getting the job done. The third-party expense line item is not clubbed with the hourly pay but is generated in the invoice as a separate line item for a better customer experience.
