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    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.

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    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 

    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. 

    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 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

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    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

      NOTE: If the 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.

    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. 

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