Feature Spotlight: Billing in AviontéBOLD

Growth Comes with a Financial Side

Growth for staffing is measured in placements, filled jobs, new customers, and revenue. But every new placement also creates a financial obligation: someone has to track the invoice, monitor what the customer owes, manage credit exposure, and make sure the account stays in good standing. That financial side of the customer relationship matters long before a problem shows up.

A customer may be growing quickly and creating significant opportunity for the business. At the same time, that account may have a large outstanding balance or be approaching its credit limit. Those realities need to be considered together when teams are deciding how aggressively to pursue more business.

Billing in BOLD puts that financial picture closer to the customer relationship, so teams can see the opportunity and the risk in the same place.

Put the Financial Picture Behind the Customer

Billing is available directly from the company record in Avionté. Open a company, select Billing, and teams can access two key areas: Invoice and Credit Limit.

The Invoice tab provides a company-level view of invoices, with filters for date range, company office, and invoice status. Users can view, download, and print invoices directly within the platform. The tab also has an audit history that shows what changed, previous and new values, who made the change, and when. That makes it easier to answer everyday questions about an account without turning billing status into a separate conversation: What has been billed? What is the status? Has something changed?

The Credit Limit tab brings together the other pieces teams need to understand an account’s financial position: credit limit, current AR balance, hold code, alert threshold, payment options, and credit exposure. The Credit Limit Exposure view shows how much of the customer’s credit has been used and where the configured alert threshold sits.

Together, these capabilities put important financial information alongside the customer and operational information teams are already using to manage the account.

Make Growth Decisions with More Context

Staffing growth can move quickly. A customer adds jobs, placements increase, and revenue climbs. Financial exposure can grow just as quickly. Consider a customer asking for 20 additional workers. That’s a clear growth opportunity, but if the same customer is carrying a significant AR balance or approaching its credit limit, the financial picture matters too.

With this information at hand, account teams can move quickly on an opportunity when the numbers support growth and flag it early when they don’t. Leaders can also get a better sense of where growth is happening across the customer base and where financial exposure deserves attention.

The goal isn’t to make the decision for them. It’s to give them better information so they can make the right call for their business. And that distinction matters in staffing. Relationships and growth opportunities don’t exist separately from the financial realities of running the business. The more teams can see both, the easier it is to grow with intention.

Give Back-Office Teams a Better Way to Work

The value isn’t limited to customer-facing teams. Back-office staff work with billing and credit information every day, and they need the depth and controls required to manage that work accurately. Authorized users can manage credit settings, hold codes, alert values, and payment options directly from the company record. Payment options can be added, edited, removed, and designated as the default, with bank account and routing information masked.

Financial changes also need accountability. Credit limit changes are recorded in BOLD Audit with the previous value, new value, user, and date and time of the change.  That combination gives teams the best of both: the experience gets easier to work with without giving up the financial controls behind it.

Credit limit notifications continue to run through existing Back Office rules during time entry and payroll, so those operational controls remain in place.

Sophisticated Financial Controls. A Simpler Experience.

In staffing, billing is more complicated than sending an invoice. Placements, time, payroll, AR, credit, compliance, and customer-specific requirements all have to come together to turn staffing activity into revenue that can actually be collected. That complexity is necessary. The friction around managing it doesn’t have to be.

Avionté brings the financial depth staffing firms need together with an experience that makes important information easier to find and work with. Customer-facing teams get greater awareness of the financial side of their accounts, while back-office teams get a more streamlined way to manage critical billing information.

It’s another example of what becomes possible when customer management, staffing operations, and financial processes are connected on one platform.

Revenue growth is critical for your agency. But so is making sure the revenue you bill gets collected. Reach out to the Avionté team to see Billing in action, or read our Knowledge Base article for more information.