Showing posts with label invoicing. Show all posts
Showing posts with label invoicing. Show all posts

Monday, April 9, 2012

Boost Your Efficiency, Predictability And Profitability


You are invited to this introductory webinar to learn about improving your business's efficiency, predictability and profitability. Please join us to see how Autotask & N-able can help you grow in 2012!
Adam Ross, Regional Sales Manager for Autotask, and Nathan Franks, Director & Principal Consultant for Dynamic Business Technologies will take you through a month in the life of a new IT services client.

In this insightful hour, you'll see how IT business management & remote monitoring software can help you better manage all the stages of the client lifecycle, including:
  • Sales & Opportunity Management
    creating a lead, opportunity and quote, then winning and closing the opportunity
     
  • Contracts & Service Desk
    creating a contract and completing associated service tickets
     
  • Billing & Invoicing
    check timesheets, generate and send invoices, monitor client contract values
     
  • Client-Facing Reporting
    provide clients visibility into past tickets and alert issues, and SLA performance
     
  • Internal Reporting
    allow management to mine business intelligence such as profitability and staff utilisation

Monday, January 9, 2012

Streamline Your Billing with the Autotask - FreshBooks Integration

Autotask is pleased to announce its newest integration with FreshBooks - the SaaS-based online billing and invoicing software!

If you're looking to shorten the billing cycle and invoice your IT products and services online, join this webinar on Thursday, January 12 at 1 PM US ET to hear our featured panel give an introductory overview of Autotask and FreshBooks working together! There will also be time for an interactive Q&A period with the speakers.

Key features of this integration give users the ability to:
  • Seamlessly export Autotask invoices to FreshBooks
  • Automatically update Autotask account information in FreshBooks
  • Automatically create Autotask billing items in FreshBooks
  • Automatically update FreshBooks invoice numbers in Autotask
  • Invoice customers and accept payment online
  • Create payment notifications and reminders
  • Synchronize an unlimited number of Autotask-to-FreshBooks customers and transactions
“Businesses shouldn’t have to spend hours each month manually synchronizing data across multiple cloud applications,” says Steve Mendoza, co-founder of itDuzzit.

“The Autotask FreshBooks integration demonstrates how itDuzzit can automate the integration process and help companies save time, save money, and get the most out of their cloud applications."

Register now!

Boost Your Efficiency, Predictability and Profitability

Please Note: This webinar will be broadcast at 11 AM Sydney, AU time.

Sponsored by N-able Technologies:

You are invited to this introductory webinar to learn about improving your business's efficiency, predictability and profitability. Please join us to see how Autotask can help you grow in 2012!

Next Wednesday, January 11 at 11 AM AU EDT, Adam Ross, Regional Sales Manager for Autotask, and Nathan Franks, Director & Principal Consultant for Dynamic Business Technologies will take you through a month in the life of a new IT services client.

In this insightful hour, you'll see how IT business management & remote monitoring software can help you better manage all the stages of the client lifecycle, including:
  • Sales & Opportunity Management
    creating a lead, opportunity and quote, then winning and closing the opportunity
  • Contracts & Service Desk
    creating a contract and completing associated service tickets
  • Billing & Invoicing
    check timesheets, generate and send invoices, monitor client contract values
  • Client-Facing Reporting
    provide clients visibility into past tickets and alert issues, and SLA performance
  • Internal Reporting
    allow management to mine business intelligence such as profitability and staff utilisation
Register Now!

Monday, November 14, 2011

Autotask Announces Integration with FreshBooks’ Online Billing and Invoicing Software

Seamless Integration Allows End-to-End IT Business Management in the Cloud
 
Autotask Corporation today announced an integration between its SaaS-based IT business management solution and FreshBooks’ SaaS-based online billing and invoicing software. The integration, developed by Chicago-based itDuzzit™, allows Autotask users to significantly streamline the invoicing process by exporting billing items and information directly into FreshBooks and invoicing their products and services online. The FreshBooks integration also allows users to accept online payment by credit card, e-checks, bank transfer or PayPal®, further shortening the billing cycle.
 
The integration was developed using the Autotask and FreshBooks application programming interfaces (APIs) and will allow users to:
  • Seamlessly export Autotask invoices to FreshBooks
  • Automatically update Autotask account information in FreshBooks
  • Automatically create Autotask billing items in FreshBooks
  • Automatically update FreshBooks invoice numbers in Autotask
  • Invoice customers and accept payment online
  • Create payment notifications and reminders
  • Synchronize an unlimited number of Autotask-to-FreshBooks customers and transactions
“It is mission-critical that our clients are able to choose the tools and systems they use to work with their customers and to run their businesses. That is why we continue to develop our world-class API and why we are committed to making sure Autotask is an open platform for our users,” said Len DiCostanzo, Autotask senior vice-president of community and business development. “This project is a direct result of requests from our joint users and we are very excited to have the FreshBooks integration available for Autotask clients around the world.”

"Successful IT service companies manage their businesses with Autotask,” said Sunir Shah, Chief Handshaker and Head of the Platform at FreshBooks. “Billing with FreshBooks allows those Autotask users to streamline their invoicing processes while making the money they deserve from their valuable time and expertise.”

“Businesses shouldn’t have to spend hours each month manually synchronizing data across multiple cloud applications,” said Steve Mendoza, co-founder of itDuzzit. “The Autotask FreshBooks integration demonstrates how itDuzzit can automate the integration process and help companies save time, save money, and get the most out of their cloud applications.”

Autotask users interested in the Autotask-to-FreshBooks integration can find more information and sign up for a 7-day free trial by visiting http://www.itduzzit.com/home/solutions/autotask-freshbooks-integration/

Wednesday, October 26, 2011

AT2Sage: The New Autotask to Sage Accounts Integration

Smart IT Support, based in Gateshead, was challenged by the manual work of managing hundreds of invoices each month - and keeping its Sage invoicing system and Autotask ticketing system in sync.

To solve the problem, the company developed a software program to integrate the two tools. With early successes saving time and money, Smart IT Support is making its AT2Sage integration available to other Autotask users to download charges from Autotask and create them in Sage Accounts automatically.

On Thursday, 3 November, please join Tony Wilson of Smart IT Support and Steve Noel of Autotask Corporation as they walk through the integration and show off the benefits of Autotask and Sage working together.

See these advantages in action:
  • Easy to Setup: A seamless integration with no complicated setups - simply enter your Sage and Autotask credentials and go.
  • Easy to Use: Because the integration works via the Autotask API, there is no need to mess around with XML files and matching fields. Just click, choose your date range, and send to Sage.
  • Professional Looking Invoices: Customise what appears on the invoice so they look the way you want them to.
  • Enter Information Once: You only need to create new contacts, update customer details, and create products and services in Autotask. AT2Sage ensures all new and updated information is transferred to Sage Accounts automatically.
Register now!