Get Smart: Invoicing & Contracting

By Patrick Clements (SherpaDesk's Co-Founder & CEO)

 No one has ever said that being an entrepreneur or managing an MSP is easy; you have multiple customers, and each customer has unique issues and needs, so you have to tailor your invoices for each customer efficiently and in a timely manner. Easier said than done if you don't have the right tools.

Fortunately, SherpaDesk does have the right tools for this job: Smart Invoicing and Contracting. 

Welcome to a world where your numerous clients, each with their distinct challenges, are bespokenly invoiced, and where you can deliver unique contracts for each customer with precision, without breaking a sweat.

Intrigued? Read on.

Some of your customers may have smaller needs, so a check-in once a week to make sure their systems are still humming along is enough. But other customers require more of your team's attention. They could be migrating servers, or perhaps they were the victims of a spyware attack and required your team's full attention for two weeks straight.

The Smart Solution

The point is that because your customers have different needs, you need to invoice them all differently. It's not a setup-and-forget-it situation. That's why we developed SherpaDesk's Smart Contracting feature to be able to create multiple recurring invoices for your customers.

However, keeping track of multiple recurring billing items for each of your customers every month can be a real pain. With the SherpaDesk Smart Contracting feature, each contract can include rate plans, recurring expense items, mileage rates, and pre-paid packs. This ensures that you're accurately keeping track of all your billable services and rates so you can get paid faster while helping you stay focused on helping your customers.

Learn How To Set Up SherpaDesk's Smart Contracting Feature

Get Smart: Check out this video that will walk you through how to set up SherpaDesk's Smart Contracting Feature.

If you have any questions feel free to hit us up at our sub-reddit (r/sherpadesk), and you can always contact us at: 


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Patrick Clements
By Patrick Clements

CEO of SherpaDesk