Billing

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Invoice your customers based on Time and Material or Fixed Price.

Billing Process

Billing Process

 

Pre-Billing

Pre-Billing allows you to query T+E Items using parameters for specific accounts or projects and view entered and approved items with their billing rate. With that you can monitor the completeness or readiness to create invoices and check billing rates and also change if an item is billable or not.
 

Create Invoices

You can create invoices from T+E Reports or for a specific account or project. In addition to Time+Material items, you can also create invoices for fixed price project lines with the detail records.
 

Invoice Formats

Invoices can be generated in an itemized format or with a user defined Summary section (e.g. Resource).
You can add logo and custom fields to header and lines – or create your own invoice format.