Billing & Payouts
Closeouts, invoices, interpreter payouts, and QuickBooks.
Review and approve interpreter closeouts
Review each completed assignment, compare what was submitted against what was booked, and approve it for billing and payout.
Auto-approve clean closeouts
Turn on automatic approval for closeouts that exactly match the booked job with no travel, expenses, or discrepancies.
Build and customize a customer invoice
Select a customer's approved jobs and generate a finalized, fully customizable invoice with a live preview that matches the printed result.
Set your invoice house style
Choose a default invoice template, font, color, and visibility toggles once so every new invoice inherits your branding.
Track invoice history and payments
Search and filter your finalized invoices, reopen or reprint them, and record customer payments with a running balance.
Pay your interpreters (payout batches)
Group approved interpreter earnings into a payout batch, choose a payment method, and track it through to paid.
Export ACH and W-2 payroll files
Download a bank-ready ACH CSV for 1099 contractor direct deposit and a separate W-2 payroll worksheet CSV for your payroll system.
Manage timecards and overtime (W-2)
Review and approve W-2 employee timecards, backfill missed punches, and calculate regular, overtime, and double-time pay.
Connect and sync QuickBooks Online
Connect your QuickBooks Online company, sync finalized invoices (with patient names stripped) and contractor payouts, and link interpreters to QuickBooks vendors.
Set rates and differential categories
Define your differential categories (night, weekend, holiday, and custom) and set per-customer billing rates and per-interpreter pay rates that drive the billing engine.
Can't find what you need?
Submit a ticket and the OneTerp team will follow up.
