Blue Sage Billing is the Company’s internal tool for creating and managing bills to our clients. These terms add to, and don’t replace, your employment or contractor agreement and Company policies. By using the application, you agree to follow them.
Who can use it
Only Blue Sage Solutions employees and contractors who have been given access may use the application, and only for Company billing work. It belongs to the Company, and access can be changed or removed at any time.
Your account
- Sign in only with your own account. Don’t share your password or let anyone else use your session.
- You’re responsible for the bills and changes made under your account.
- Use only the features and client records your role requires.
Creating bills
- Make sure every bill is accurate and complete, and that it’s supported by the right contract, rate, time record, or approval.
- Follow the Company’s billing and invoicing procedure, including any required review or approval before a bill is sent. Questions about the procedure can go to billing@bluesageusa.com.
- Don’t create, change, discount, cancel, or delete a bill without proper authorization. Correct an issued bill only through the approved process, such as a credit note or reissue.
- Don’t bill a client for work, expenses, or amounts you know are incorrect, and don’t delay or alter bills to change reported results.
Client and financial information
The application holds confidential client, pricing, and financial information. Use it only for billing work and keep it confidential, during and after your time with the Company.
- Don’t export, download, or forward bills or client data except as your work requires.
- Send bills only to the client contacts listed on the account, using approved channels.
- Don’t copy client or billing data into personal accounts or unapproved tools, including public AI tools.
Activity is recorded
The application keeps an audit trail of who creates, changes, approves, and sends each bill. This record may be reviewed for audits, client queries, security, and compliance. See the Privacy Statement for details on how your information is handled.
Reporting problems
Tell JTammi@bluesageusa.com right away if you find a billing error, a bill sent to the wrong client, or a bug that affects amounts. Report suspected unauthorized access or data exposure to info@bluesageusa.com.
When your access ends
Your access ends when you leave the Company, change roles, or the Company removes it. Your confidentiality obligations continue after that. Misuse of the application may lead to loss of access and disciplinary action under Company policy.
Changes and questions
We may update these terms when the application or our billing process changes. We’ll update the version and date above and may ask you to accept the new version. Questions can go to Carmine@bluesageusa.com.