The Billing tab allows teams to plan and track project billing in detail. It provides a centralized view for adding planned invoices and managing billing schedules across each Phase of a Project.
Phase Fee Visibility: Each Phase displays its associated Fee, which matches the amount set in the Time tab. This Fee can also be edited directly within the Billing tab, eliminating the need to switch views for adjustments.
Billing Breakdown: Within each Phase, Billing Estimates can be added.
Visual Overview: A chart illustrates the Project Total Fee and how much has been planned across Phases, providing a clear visual summary of billing progress.
Planned Invoicing Integration:
All billing data entered in this section is surfaced in the Profit Report and contributes directly to Project Profit calculations, ensuring financial reporting reflects the most up-to-date billing activity.
To add a Billing Schedule within a Phase, follow these steps:
Expand the Phase and click + Billing Estimate at the bottom.
Enter the billing amount:
Use % to plan by percentage of the total budget.
Use $ to plan by a fixed currency amount.
Select the date range that the invoice will cover. Add any relevant notes to provide context or details for the billing entry. Click Add to save the billing estimate.
