BondiByte Robotics

Guide

Prepare invoice drafts from clean billing context.

Invoicing helps providers draft invoices from active service agreement line items and shift billing context, review and edit invoice lines, download PDFs, and send invoice emails when billing details are ready.

Book a demo All guides
#

What this section is for

Explains how Invoicing fits into the BondiByte workspace.

Invoicing supports client billing details, active service agreement line items, invoice draft generation from rostered support, regeneration, review, edit, PDF download, and invoice email workflow.

Invoices need billing email and organisation payment details before sending.

#

Before you start

Lists what should be ready before working through Invoicing.

Complete client plan management type and billing contacts.

Add service agreement line items before invoice generation.

Add payment details in organisation settings before sending invoice emails.

#

Step-by-step setup

Gives practical setup steps for Invoicing.

  1. Open Invoicing and select a client.
  2. Review Billing Details.
  3. Review Service Agreement Line Items.
  4. Generate invoice for the selected period when billing context is ready.
  5. Use Regenerate when an existing shift-generated invoice needs refreshed shift billing line items.
  6. Save Draft, Download PDF, or Send invoice when ready.
#

Key fields and settings explained

Defines the main fields and settings used by Invoicing.

Billing email
The recipient email required before sending an invoice.
Service agreement line item
An active billing line item used to prepare invoice lines.
Shift billing line item
Billing context from rostered support used to generate or regenerate invoice lines.
Draft invoice
An invoice being reviewed or edited before sending.
Regenerate
Refresh shift-generated invoice lines from current shift billing data while keeping manual lines.
Remittance email
The email used for remittance or payment communication when set by the organisation.
#

Best-practice setup tips

Lists practical setup tips for Invoicing.

Best practice

  • Fix billing details before generating batches of invoices.
  • Use PDF download for review before sending where needed.
  • Keep payment terms and payment instructions current in organisation settings.
#

Common mistakes to avoid

Lists common setup mistakes for Invoicing.

Common mistake

  • Sending before billing email or payment details are configured.
  • Treating invoice email as payment collection.
  • Generating invoices before service agreement line items are active.

Need help applying this setup path?

Book a BondiByte demo and we can walk through the right setup order for your provider.

Book a demo Back to guides
Book demo