Billing Schedules

Billing schedules allow you to create a timeline of when a project or campaign should be billed. It can be a specific date or a task in the schedule of the project. It also allows you to set a specific amount or percentage of budget to bill during the billing cycle.

Project Billing Schedule | Campaign Billing Schedule

How to Setup Project Billing Schedule

In the project, click Project settings>Billing Schedule.

Once there, click on the + add a new schedule.

The Billing Schedule will display

• Labor Budget - the total Labor budget from all approved estimates
• Expenses Budget - the total Expense budget amount from all approved estimates
• Total Budget - total Labor and Expenses Gross amounts from all approved estimates (regular and change order)
• Remaining to bill - Budget amount to bill less billing schedule amounts 

You can either enter in a dollar amount or a percentage of the budget To Bill. 

If you fill out a date To Bill and a task, the system will use whatever comes first. If the date is 1/10 but the task listed is completed 1/9, the system will prompt you to bill on 1/9. 

If you select the Create Invoice as Advance Bill, the system will generate the invoice as an Advance bill invoice.  

For T&M Projects with a Billing Schedule:   If you enter a Billing Schedule on a project with a Time and Materials Billing Method; then all entries on the billing schedule will automatically be considered Advance Bill invoices.   You will not have the option to select Advance Bill invoice or Revenue Invoice.

NOTE: If the project Billing options has the Expenses not included checkbox selected, the system will use the labor budget amount only when calculating by percentage of budget. If the Expenses not included checkbox is NOT selected, then it will include both labor and expenses when calculating the percentage of budget. 

If you billed the project through Mass Billing or Billing Worksheets, the system will update the Billing Schedule with the Client Invoice Number and Date Billed.

For more details, please review the Billing Today Page.

How to Setup Campaign Billing Schedule

Campaign Billing schedules allow you to create a timeline of when a Campaign should be billed.

From the Campaign>Campaign Settings: Billing>click Billing Schedule

Once there, click on the +add a new schedule

The Campaign Billing Schedule will Display

• Labor Budget - the total Labor Budget from all approved Campaign Estimates
• Expense Budget - the total Expense budget from all approved Campaign estimates
• Total Budget - total Labor and Expense gross amounts from all approved Campaign estimates (regular and change order) 
• Remaining to Bill - Budget amount to bill less billing schedule amounts
  

You can either enter a dollar amount or a percentage of the Campaign budget To Bill. 

If you select the Create Invoice as Advance Bill, the system will generate the invoice as an Advance bill invoice. 

If the Campaign is set up with Bill By Project or Bill by Campaign (Use Campaign Budget not checked); then all billing schedules are set to automatically bill as an Advance Bill Invoice.   There is no option to select Advance Bill or Revenue Invoice.  

NOTE: If the Campaign Billing options has the Expenses not included checkbox selected, the system will use the labor budget amount only when calculating by percentage of budget. If the Expenses not included checkbox is NOT selected, then it will include both labor and expenses when calculating the percentage of budget.

If you billed the Campaign through Mass Billing or Billing Worksheets, the system will update the Billing Schedule with the Client Invoice Number and Date Billed.