Mosaic does not automatically pull invoiced amounts from your ERP. However, the Billing tab provides a manual way to record what has been billed for each phase. These amounts feed into the Progress chart and give you a running view of how billing tracks against the project fee.
Phases listed with their status, dates, name, and fee.
A + Billing Estimate button for each phase.
Billing entries appear as line items under each phase.
Open the Budget and click the Billing tab.
Expand the phase you want to add a billing entry for.
Click + Billing Estimate.
The field auto-populates with the total phase fee. Adjust the amount if you are billing in installments (e.g., 50% of the fee).
Click Add.
A billing line appears on the chart in the Progress tab.
You can add multiple billing entries per phase to track partial invoices over time.
Use billing to track invoicing cadence: Even though it is manual, recording billing estimates keeps a clear picture of cash flow against the project timeline.
View billing in Progress: The green line on the Progress chart represents billing estimates, making it easy to see how billing compares to spent and planned time.
Ensure a phase’s contract type is marked Billable to enter: To enter billing estimates, a phases contract type must be marked Billable. This can be changed using the Phase Info Modal.
