Emailing Trial Billing Balances From OpenAir
Did you know you can email trial billing balances from OpenAir?
OpenAir supports the ability to set auto-bill options to run billing rules automatically based on configured frequency. However, there is another option available on the auto-bill form called Trial Billing. Until recently, this option was the only available approach to send emails with a preview of what actual billing was being computed on a defined frequency. In a recent release, OpenAir released the ability to run a detail report of pending billing to preview the transactions that would be generated if the billing were to run at the time of the report execution. By configuring a detail pending billing report filtered on project stages that may generated invoices, you can save and schedule the report to run on a regular basis and email you the results. This new approach to Trial Billing provides much more information by including specific project and client details that were not natively available with the trail billing auto-bill functionality.
To setup a detail pending billing report, navigate to the Reports module -> Detail tab and open up the Pending Billing report.
Open up the report and configure the desired fields to display on the report layout. The date ranges may be left as ‘all’ since only approved hours and active billing rules will produce information for the report, similar to running the Advanced Pending Billing report. Depending on your OpenAir setup, filtering by Project Stage provides the ability to only include projects that are available for invoicing.
Saved reports may be schedule by clicking on the schedule icon when locating the report under My reports.
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