Tutorial

Automation

In this tutorial, you’ll automatically create professional Service Reports and Invoices based on your preferred schedule. Blitzy keeps you informed at every step and ensures your revenue stays predictable. You focus on consulting – Blitzy takes care of Billing.

Automation en

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  • Navigate to the Automation section from the menu on the left.
  • Select the plus symbol at the top right to create a new Automation.
  • Select the Project for which you want to set up automatic Billing.
  • Click to select the Project.
  • Define the schedule. Choose between monthly and weekly.
  • Under Execution, specify how many days after the end of the schedule the Automation should run.
  • Check the displayed date for the next execution.
  • Scroll down to the settings and define what you want to automate.
  • For Service Reports, configure the recipient, due period in days, and whether to sign them.
  • For Invoices, define the recipient and set the due date.
  • Enter any special conditions agreed upon for this Project.
  • Decide whether you want to send Service Reports and Invoices automatically.
  • If you automate both Service Reports and Invoices, the Invoice will only be sent once the corresponding Service Report has been accepted.

You focus on consulting. Blitzy takes care of the rest.

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