---
title: "Budget Modal - Billing Tab"
description: "This tab allows you to plan and track project billing."
url: https://support.mosaicapp.com/en/articles/265-budget-modal-billing-tab
collection: "Budget Modal Info"
updated: 2026-09-22
language: en
---

# Budget Modal - Billing Tab

This tab allows you to plan and track project billing.

## **Billing Tab**

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.

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

-   **Phase Fee Visibility**: Each Phase displays the associated Fee, which corresponds to the amount defined in the Time tab. If no amount is set, the text **"Enter Fee"** will appear in red.
    
-   **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.
    
    ![](https://staticfiles.gleap.io/ghelparticle/U3ugfGUBAKXLKDTWxJyIOzNCyIyRIlEOu5WfBI7HwnunZYlj3R2oYaRY2aHlsxN2mTkQKpRWdVF.png)
    

> **Warning:** The **PROJECT TOTAL** in the center of the chart on the top reflects the sum of top-level phase fees only. Sub-phase fees are included within their parent phase and are **not counted separately** in the project total, preventing double-counting.

## How to modify Phase fee in billing tab?

Phase Fee can also be **edited directly within the Billing tab**, eliminating the need to switch views for adjustments.

1.  Click the amount on the phase or “Enter Fee“ text.
    
    ![](https://staticfiles.gleap.io/ghelparticle/PdhHebjKs8d7pu9sexlIIYJNynYMNezWRds6cbIP5uq0dj7D1vFA7jAuT0WLTg6MAS7rIY6rf57.png)
    
2.  The **Phase Info** modal appears, allowing editing of the **Fee** along with all other Phase-related details, including Title, Parent, Contract Type, Budget, and Planning Time settings.
    
    [Learn more about Phase Info Modal](https://support.mosaicapp.com/en/articles/419-phase-info-modal-overview.md)
    
    ![](https://staticfiles.gleap.io/ghelparticle/IHR8cByS56OIy4vimJVqIC6H3cffMihmhHvRAddxJmXrVXdzXkw8bDZOvJbXshfsQF4qkrMOUty.png)
    

## How to add billing schedule?

To add a **Billing Schedule** within a Phase, follow these steps:

1.  Expand the Phase and **click** **\+ Billing Estimate** at the bottom.
    
    ![](https://staticfiles.gleap.io/ghelparticle/FFmk07yE668GdNJmRRMIhBGHmKDvyFWWXMw0RZaIhmPNeSnFJOEcudCgPo3ZdwfMqOaVgAiNRp1.png)
    
2.  **Enter the billing amount**:
    
    -   Use **%** to plan by percentage of the total budget.
        
    -   Use **$** to plan by a fixed currency amount.
        
        ![](https://staticfiles.gleap.io/ghelparticle/Jg6VzM3VrIDFgKRuMVp6CGdi8TzntE5fHvDDXWE8T6R6sMFCDNmdoNsd0h7k2BrXYBP2vC4qJLk.png)
        
3.  **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.
    
    ![](https://staticfiles.gleap.io/ghelparticle/5zIdC1yvpy4VgZjcTuhX71MZ6lSWRngexptOyNw1T0wEM9Woi3qZLGAfjo0qpv1YN27V52Immdq.png)