Billing Schedules

Billing schedules allow you to create a timeline of when a project should be billed. It can be a specific date or a task in the schedule of the project.

How to Setup Billing Schedules

In the project, click project settings, then Billing Schedules.

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

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. 

For more details, please review the Billing Today Page.