Service Billing with factoris.onesocial

Service Billing - Efficient, Flexible, and Individual

With factoris.onesocial, service billing becomes a seamless part of your daily work. The software combines documentation, appointment management, and billing in one solution, significantly reducing effort and minimizing errors. Whether hourly rates, flat rates, or complex billing models - factoris.onesocial adapts to the individual requirements of your facility and ensures fast, transparent, and accurate billing.

Integration of Appointments and Services

factoris.onesocial links service billing directly to your appointments. Each appointment assigned to a case is automatically transferred to billing, so no information is lost. With just one click, you can confirm services and see them prepared for invoicing.

Travel time, travel kilometers, and other additional services can be individually entered and charged. factoris.onesocial enables flexible configuration of all billing types to meet the specific requirements of your services.

Flexible Billing Models

The software supports a variety of billing models, from hourly billing to flat rates to lump sums. Rates and billing bases are configured individually for each case or case group, allowing you to map different funding bodies, cost bearers, or contracts.

Whether hourly rates, daily rates, or percentage-based billing - factoris.onesocial offers all the flexibility you need. Changes to rates or billing models can be applied quickly and easily, including retroactively for corrections.

Automatic Billing of Appointments and Services

Cancellations, e.g., by clients, are automatically considered in billing. You can configure whether and how reduced fees apply for short-notice cancellations. This saves time and ensures that all cases are handled correctly.

Monthly closing in factoris.onesocial is multi-stage and integrates a correction function to keep the billing process transparent and comprehensible. After monthly closing, all appointments and services are automatically locked to prevent subsequent changes.

Extensive Export Functions

factoris.onesocial offers extensive export options for further processing. Invoices can be transferred to common accounting systems such as Lexware or exported as CSV or Excel files. This allows seamless integration into your existing processes.

Service records can be automatically created and directly assigned to the respective invoice. These documents can be printed or sent digitally - saving paper and time.

Transparency, Automation, and Security

factoris.onesocial meets the highest security standards and provides a reliable basis for your billing. All data is encrypted and stored in certified data centers to ensure data protection. At the same time, you can track all changes transparently and document them in an audit-proof manner.

Whether for individual cases, teams, or the entire facility - the service billing of factoris.onesocial offers everything you need for efficient and professional administration.

Die factoris.onesocial Abrechnungsfunktion verfügt außerdem über ein detailliertes Berechtigungssystem, das regelt, wer Rechnungen für welche Organisationseinheiten erstellen darf. So bleibt die Kontrolle über den gesamten Prozess in den richtigen Händen, während gleichzeitig die Zusammenarbeit im Team gestärkt wird.

Export and Serial Printing

To facilitate further processing of your billing data in accounting or financial systems, factoris.onesocial offers comprehensive export functions. Invoice data can be exported in formats such as Excel or PDF, as well as for common accounting systems like DATEV, Sage, or Diamant. This flexible connectivity ensures that your data can be seamlessly and error-free integrated into existing processes.

Additionally, factoris.onesocial supports serial printing specifically tailored to your facility's requirements. You can print and bundle invoices sorted by cost bearers, clients, or date ranges to enable quick and structured handover to cost bearers or internal teams. This function saves valuable time and increases efficiency in distributing and processing invoices.

Mit diesen vielseitigen Export- und Druckfunktionen wird die Zusammenarbeit mit Steuerberatern, internen Buchhaltungsteams und externen Kostenträgern spürbar erleichtert, während gleichzeitig eine hohe Datenqualität gewährleistet wird.

E-Invoicing with ZUGFeRD and X-Invoice

With factoris.onesocial, you create and send e-invoices easily and fully integrated. The software supports common formats such as ZUGFeRD or X-Invoice, which are the leading standard for electronic invoice exchange in public and many private institutions. Each invoice is always created as a PDF in ZUGFeRD format to ensure that all participants can easily view the contents.

In the background, factoris.onesocial automatically checks whether all required master data such as tax and bank details are correctly stored. This ensures that your invoices comply with legal requirements and can be processed smoothly. This process saves time and ensures error-free billing, even with complex requirements.

Ob als ZUGFeRD oder optional hinzuschaltbar als X-Rechnung: Mit factoris.onesocial sind Sie optimal auf die Zukunft des elektronischen Rechnungsaustauschs vorbereitet. Die Integration in bestehende Arbeitsabläufe ist nahtlos, und der automatische Versand macht die Abrechnung noch effizienter - ein weiterer Schritt in Richtung papierloser und moderner Verwaltung.

Direct Email Sending

In addition to export and print functions, factoris.onesocial also enables direct sending of invoices by email. Invoices and service records can be automatically sent as PDF attachments to the stored contact addresses of cost bearers or clients. Individual message texts can be stored to ensure personal and professional communication.

The software also supports automatic logging of sending, so you can always track when and to whom an invoice was sent. This function not only saves time but also reduces paper consumption and contributes to a sustainable workflow.

Durch die direkte E-Mail-Versandoption wird der Abrechnungsprozess noch effizienter. Kostenträger oder Klient:innen erhalten ihre Rechnungen schnell und ohne Verzögerungen, während Sie gleichzeitig die Übersicht und Kontrolle über den gesamten Versandprozess behalten.

Transparency, Automation, and Security

With factoris.onesocial, you always maintain an overview of your billing processes. The software presents billing-relevant data such as utilization, specialist service hours, and additional services in a clearly structured and understandable manner. This provides transparency and facilitates traceability of all processes for both administration and the educational team.

Automated functions record appointments, services, and flat rates error-free and transfer them directly to invoicing. This saves valuable time, minimizes errors, and seamlessly integrates billing into your daily work.

All billing data is stored in an audit-proof manner and protected by state-of-the-art encryption. With storage in certified data centers, factoris.onesocial ensures the highest security standards and provides a reliable basis for your billing.