The Invoicing feature within the Finance menu in the Control Center allows users to configure the starting invoice number and the platform default billing entity, and how billing elements are managed across Neostella. Users are allowed to create and manage billing entities, configure rates, and standardize how work is categorized and billed.
This ensures that all billing processes are aligned, consistent, and traceable.
From this section, you can:
- Configure invoice numbering.
- Define the default billing entity.
- Create activity codes and task types.
- Manage rates.
- Define products and services.
key benefits
With this feature, you can:
- Standardize the starting invoice number.
- Ensure consistent billing across users and cases.
- Align time tracking with billing structures.
- Reduce billing errors and inconsistencies.
invoicing navigation
To navigate to the Invoicing page, follow these steps:
- After accessing Neostella, click the grid icon
and select the
Control Center workspace.
- Navigate to
Finance > Invoicing. The Invoicing interface is displayed.
Invoicing interface
In the Invoicing interface, the INVOICE CONFIGURATION, ACTIVITY CODES, TASK TYPES, BILLING ENTITY, RATES, PRODUCTS AND SERVICES tabs are displayed.
Each tab is described below.