Send a client a monthly bill for managed tools by link

Monthly consolidated bills per client with a management fee, shareable by link.

How it works

4 steps in YuktiBOS.

Where to find it: Admin, Bills.

  1. Open Bills.
  2. Pick the client and month.
  3. Review the lines and the fee.
  4. Share the link.

What you get

What comes out of it.

A bill meant for the client alone.

An audit trail.

Who it is for. Finance and account managers.

You may also know this as: monthly client invoice, consolidated bill, share a bill link.

Want to send a client a monthly bill for managed tools by link?

We are onboarding a small number of businesses for early access. Tell us what you do and what you would like off your plate.