Use SnapBill to create, send and save quotes and invoices. You can also create automated recurring charges, process client payments and export data from SnapBill for use in other applications. Click on the Billing section in the navigation menu to get started.

Add a Charge

SnapBill allows you to set up recurring or once-off charges and link them to client accounts. Once a charge has been created SnapBill will automatically generate invoices according to the charge specifications. Adding a charge for a specific date will cause an invoice to automatically be generated and sent out for charges set to occur/recur on the specified date. If there are more than one charge set to occur/recur on a day then all charges will be combined into a single invoice for you.

There are two ways in which you can create a recurring charge.

Option 1:

Adding a charge from within an existing clients account.

Clients > Client Account > Set Recurring Charge

1. Go to the clients account in SnapBill.
2. Click the Create Recurring Charge option in the left navigation menu.
3. In the Add Charge table enter a description for the charge and an amount.
4. Then set the recurrence of the charge. Start date, recurrence type, frequency and end date.
   • Note: To set an annually recurring charge select Monthly in the recurrence type drop box and 12 in the Every drop box. 
5. Now click on Add Charge to save and add to the clients portfolio.

You can view your recurring charge by going to the clients account in SnapBill and checking in the Charges table. You can delete or modify this charge at any time by clicking on the Charge Description in the Charges table and selecting the desired option (Delete charge, Modify charge, Modify recurrence, Add new charge) from the left navigation menu.

Option 2:

Adding a charge to a new or existing clients account.

Billing > Add a Charge

1. Go to the Billing section in SnapBill
2. Click on the Add a Charge option in the left navigation menu.
3. Choose which client account you would like to add the charge to under the Pick Client table.
4. You are given two options - Existing Client or New Client.
   • If you would like to add a charge to an existing client account then pick the client from the drop box or use the client picker function.
   • If you would like to add a charge to a new client enter the client details in the fields provided. This will create a client record for your new client.
5. Now set the recurrence of the charge. Start date, recurrence type, frequency and end date.
   • Note: To set an annually recurring charge select Monthly in the recurrence type drop box and 12 in the Every drop box.
6. Now click on Add Charge to save and add to the clients portfolio.

You can view your recurring charge by going to the clients account in SnapBill and checking in the Charges table. You can delete or modify this charge at any time by clicking on the Charge Description in the Charges table and selecting the desired option (Delete charge, Modify charge, Modify recurrence, Add new charge) from the left navigation menu.

Automated Invoice Generation

Adding a charge for a specific date will cause an invoice to automatically be generated and sent out for charges set to occur/recur on the specified date. If there are more than one charge set to occur/recur on a day for one spesific client then all charges will automatically be combined into a single invoice for you.

Charges are automated and there is no need to create an invoice after adding a charge.