Accounts receivable and billing in the Service ERP.
Manage customer invoicing, usage-based billing, credit notes and outstanding payments from one connected system. Keep billing information linked to customer contracts, equipment records and service activity, helping your finance team produce accurate invoices, manage accounts receivable and maintain a clear picture of what customers owe.
Why this domain exists
Accurate billing is essential for maintaining healthy cash flow and strong customer relationships. Your finance team needs to know what each customer should be charged, which services are included in their contract and whether additional work or equipment usage needs to be billed.
When billing information is managed separately from contracts, meter readings and service jobs, preparing invoices can become a time-consuming process. Teams may need to manually combine information from different systems, increasing the risk of missed charges, incorrect invoices and customer disputes.
Nucleus connects accounts receivable and billing to customer records, service agreements, equipment usage and completed jobs. Your finance team can work with the information already recorded throughout the business, rather than having to recreate it during each billing cycle.
It also helps you manage adjustments, credit notes and outstanding payments, while keeping the relevant billing information available for financial reporting and profitability analysis.
Important functionality
MF15 brings together the information needed to manage customer billing and accounts receivable, helping your finance team prepare invoices, process adjustments and track outstanding payments.
- InvoicesCreate and manage customer invoices using the relevant contract, equipment and service information, keeping billing records connected to the activities and agreements behind each charge.
- Click billingCalculate usage-based charges using equipment meter readings, contracted rates, billing bands, minimum charges and additional usage where applicable.
- AdjustmentsManage billing adjustments while maintaining a record of the original invoice and the customer, equipment or service activity involved.
- Credit notesIssue and track credit notes against the relevant customer invoices, helping your finance team maintain accurate billing records and account balances.
- CollectionsMonitor outstanding invoices and customer payments, with access to the relevant billing information when following up on overdue accounts.
A week in the life of billing
Equipment meter readings are recorded against the relevant devices and customer contracts, providing the usage information needed for the next billing cycle.
Your finance team reviews the billing information and checks for exceptions, such as additional service charges, minimum billing requirements or equipment changes during the billing period.
Customer invoices are prepared using the relevant contract terms, meter readings and billable service activity. Each charge remains connected to the information behind it.
If an invoice needs to be corrected, your finance team can process an adjustment or credit note while keeping a record of the original transaction.
Your team can review invoiced amounts, outstanding balances and contract profitability, helping identify potential issues and make informed financial decisions.
What has to be true on the same record
Your customer accounts, equipment serial numbers, service contracts, meter readings, billable jobs and financial records all need to be connected.
With Nucleus, billing information stays linked to the activities and agreements that generate revenue. This helps your finance team reduce manual administration, maintain accurate customer accounts and understand the financial performance of individual contracts.
Works with
Connect customer invoices to the relevant pricing structures, including contracted rates, usage bands, minimum charges and additional fees.
Use customer contract information to determine billing requirements, service coverage and the charges that apply to individual devices. Open MC4
Bring equipment meter readings and usage information into the billing process, helping ensure usage-based charges reflect recorded device activity.
Keep billing information connected to financial records and reporting, helping your teams review revenue, outstanding balances and business profitability.
From the business
"I have been dealing with CO3 Technologies since 2018, we use their product as our primary software in running our company. I have always been very happy with the product and support we have received from them and will definitely recommend them to everyone. We are an office automation company and use the software in sales, workshop/service and finance."
Andre Landsberg, Sales Director — SNAP Botswana (Pty) Ltd
Frequently asked questions
Can Nucleus bill from meter readings?
Yes. Click billing calculates usage-based charges from equipment meter readings, contracted rates, billing bands, minimum charges and additional usage.
What billing tasks does Nucleus handle?
Nucleus creates invoices from contract, equipment and service information, and manages adjustments, credit notes and collections in the same system.
How does Nucleus help with overdue accounts?
Nucleus tracks outstanding invoices and payments, and gives your team the billing details behind each charge when following up on overdue accounts.