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Contract & Service Billing


Contract & Service Billing (CSB) add-on solution for SunSystems financial management software is designed for recurring contract invoicing, recurring service invoices and ad-hoc invoices. It delivers advanced functionality that works together with your business processes to remove manual tasks and increase data accuracy and speed.

General Features

Regardless if you use either recurring invoicing or adhoc invoicing or both, Contract & Service Billing for SunSystems delivers advanced functionality that includes:

  • Flexible invoice postings
  • Price books
  • Extended descriptions
  • Improved internal control via invoice approvals matrix
  • Emailing or faxing of invoices
  • Flexible invoice layout
  • Invoice layout per invoice type and/or customer
  • Comprehensive invoice calculation codes
  • Multi-currency
  • Subject to security, Automatic credit note generation of invoices
  • Full integration to SunSystems Collect and SunSystems Advanced Inquiry
  • Electronic import of invoice data

Recurring Invoice Billing

Recurring invoice billing, also described as contract billing, enables the user to establish and invoice contracts to be generated on a periodic basis.

  • Full contract billing with automatic generation of invoices as per user defined cycles
  • Contract invoice billing cycles can be daily, weekly, fortnightly, four weekly, monthly, month end, quarter, quarter end, half year, half year end, annual and annual year end basis
  • A full history is maintained of all changes to each contract
  • Automatic calculation of prepayment and accruals
  • Contract will automatically ‘catchup’ any contract items based on start date and next invoice date
  • Contracts references can include up to ten contract amounts, ten contract dates and ten contract references
  • Internal notes supporting the contract can be stored against each contract
  • CSB has the ability to generate contract refunds and contract adjustments, for example inflation adjustments on contract cleaning contracts
  • Contract Invoice Rollback
  • Future dated charges cancelled and contract refunds
  • Contract line items can be added, cancelled or amended at anytime

ADHOC Invoicing

Adhoc invoicing gives the user total flexibility and control over the production of one off invoices. Contract & Service Billing is the invoicing module of choice for ad hoc invoicing. It is quick and easy to setup.

  • Create ad hoc invoices
  • Can use pre defined invoice types
  • Flexible invoice layouts
  • Line items can be dissected across multiple revenue centres
  • Easy to use

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