How to Pro-Rate Charges During Invoice Creation in OpenAir
OpenAir provides a feature that allows invoices to be pro-rated at the time of creation. This feature requires a switch be enabled by OpenAir Support. Once the switch is activated,…
Read MoreSpeeding Up Billing and Invoicing in OpenAir
Speed up billing and invoicing in OpenAir using the feature Allow project approved time to be billed. This feature affects the timesheet approval process by allowing time entries that have…
Read MoreInvoice Approval set at the Client Level in OpenAir
In the situation where a user is assigned as the approver (Ex: Project invoices are approved by user and or user is the final approver in approval process set on project…
Read MoreSending Invoices to Multiple Recipients with OpenAir
If you are in charge of sending invoices to clients, you have likely noticed that OpenAir only supports sending invoices to a single recipient. What do you do when you…
Read MoreFive Simple Tips to Simplify and Clarify Your Invoices in OpenAir
Every touchpoint that a services organization has with its clients is important. It’s easy to focus on the quality of the interactions with the sales team, the project team, or…
Read MoreOpenAir Invoicing Tips and Tricks
In this recorded webinar, we will discuss tips and best practices for invoicing in OpenAir. You will learn more about: Invoice number increments Expense groups Expense insert layout Prefix, billing…
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