Billing Tab

The section allows you to plan and track project billing. Here you can add your planned invoices. As they are invoiced, enter the invoice date.

These billing details will show in the profit report and are used the project profit.

To start adding billing estimates, ensure that a fee is set on the phase, or that the phase contract type is set to hourly.

How to add billing schedule?

Click + Billing Estimate at the bottom of the selected phase.
Enter % if you are planning by percentage. Enter $ if you are planning by currency amount.
Select the date range for this invoice.
Add any relevant notes. Click Add.