Leveraging Socket for Automated Billing 💡
Simon Williams
17m
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Max
00:17
Setting the Scene: Oct 28
01:16
Initial Billing Setup
03:11
Client-Specific Overrides
04:10
Monthly Recurring Billing View
08:56
Approving the November Plan
10:07
Post-Billing Run in Xero
12:09
Service Account Code Overrides
13:05
One-Off Service Invoicing
15:36
Billing Automation Benefits
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How do client-specific billing settings impact cash flow?
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Generate an SOP for Socket billing setup.