Connect Patriot Systems to your Accounts
Eliminate time consuming manual billing processes that slow your business down. An advanced customisable integration between Patriot Systems and your accounting platform will ensure charges are billing accurately and automatically.
Streamline Billing
Patriot Systems becomes the single source of truth and drives billing straight through your accounting package so services provided are always invoiced. Recurring monitoring service charges, one off activation charges, work orders (technician jobs), dispatch and patrol charges are all handled.
Charge weekly, fortnightly, monthly, quarterly, annually or on any cycle you need, and part charge right down to the exact number of days when a connection starts or ends mid-period. Consolidate multiple sites onto a single invoice for a dealer, bureau or head offices, and let charges start and stop automatically as sites are commissioned and decommissioned.
Accurate, Automated Billing
Capture and invoice every charge correctly, every time, including recurring service charges, one-off activations, dispatch, patrol and work orders.
Eliminate Manual Processes
Remove time-consuming data entry and the human error behind missed payments and incorrect charges.
Seamless Accounting Integration
A direct, customisable connection to your accounting platform, with links in Patriot Systems straight to the matching customer account or invoice.
Power Billing Engine
Charge weekly, fortnightly, monthly, quarterly, annually or on any cycle you need, and part-charge right down to the exact number of days when a connection starts or ends mid-period. Consolidate multiple sites onto a single invoice for a dealer, bureau or head office, and let charges start and stop automatically as sites are commissioned and decommissioned.
Bill on-demand short-term and ad-hoc services with ease such as temporary monitoring for self-monitored customers. Configure charges for a defined period and capture revenue for additional services whenever they are provided.
Patriot Systems billing engine, with flexible charge options, provides a fully integrated solution for your monitoring and response operations. Automate charging and invoicing, eliminate manual data entry and reduce the risk of human error. Ensure all services are accurately charged, and invoices are generated and billed on time.
Charge for all Services and Work Completed
Service Charges
Recurring monitoring entitlement charges are set up on the client billing tab, with a start and end date. Batch runs only bill periods that fall within those dates, and part charging is supported. The master charge amount can be overridden for an individual client.
Activation Charges
A charge assigned to a current or completed activation, such as additional messaging, remote arming or virtual guard tours. Once a batch run processes, the activation reads 'Charged' and cannot be billed twice.
Work Order Charges
Labour, parts and stock can be assigned to a work order before or after completion. Technicians can add work order charges themselves through the web portal, so the billing data arrives from the person who did the job.
Automated Job Charges
Automate charging of Technician, Dispatch + Patrol jobs with support for charge calculations based on provider, job location and on-site time.
Flexible Charging Options and Tools
Set charges globally, then override them at dealer, customer or site level. Charge options cover charge types, charge references, ledger and product codes, quantity, period length, part charges, and more. Bulk updates apply billing details across a whole range of sites at once. Charges can also be set to start only once an account is commissioned, so billing begins at the right point.
Billing for Dealers
Amalgamate charges into one customer and Patriot Systems sends your accounting package a single-line invoice for the dealer, with a full charge breakdown attached.
Invoice charge summary reports can be printed for any invoice a batch run generates or emailed automatically to the recipient the moment the invoice goes to your accounting platform.
Billing Batch Runs
Patriot Systems runs scheduled billing batches that process client and dealer charges and send raw billing data to your accounting package for invoicing. Set up a batch run for each charge type, or separate runs if you bill through a mix of direct and dealer arrangements.
Nothing has to leave Patriot Systems unreviewed. Uncheck the 'Authorised' option and invoice data waits for review before it reaches your accounting package. Once a run completes, you can see every invoice it produced in Patriot Systems, with invoice numbers, details and a quick link to each.
- Flexible batch run and power billing engine system.
- Optional review-before-send on every batch or automate billing fully.
- Invoice numbers reconciled back from your accounting package.
Supported Accounting Platforms
Direct integration provides instant, accurate communication of charges and billing details for invoicing out of your own accounting software. If your platform isn't listed, contact us to discuss custom integration options.
Accounting Platforms
CSV File Compatible Systems
Billing data exports as a CSV file, so any accounting package that can import one can be used even without a direct integration.
Looking to find out more about the Accounting Pack?
1
We review your request
Tell us about your team and current setup in the form. We'll build the demo around your business needs.
2
A specialist gets in touch
We'll reach out to find a time that suits you and your team.
3
Your tailored demo
A remote walkthrough of the Patriot Systems features that matter to your operation.