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- Project Billing System
- Frequently asked questions
Questions, answered
Answers for project billing teams planning a first cycle.
Project Billing System
9 questions
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How do I get started?
Click Get started, then use Proto to configure Project Billing System for your business. Begin with one customer, one project, its contract and a single billing period.
How are rates selected?
Rate cards hold shared rates; rate card overrides keep negotiated rates for a contract, resource or role.
Can I bill milestones?
Billing schedules can link a project milestone to a dated amount and invoice line.
How do I see open work?
WIP balances show open work, invoiced amounts, adjustments and aging by project and period.
Who approves an invoice?
Invoice approval rules name ordered approver roles, and invoice approval steps retain each decision.
How are disputed charges handled?
An active billing hold can pause a project while project manager and Controller review the reason.
Where can I see overdue invoices?
Past-Due Invoices shows sent or partly paid invoices with their due date and paid amount.
How are write offs reviewed?
Write offs retain the invoice, amount, reason, requester, approver and posting date.
How is revenue reviewed?
Rev rec entries connect a contract and project to a rev rec period for Controller review.
Set up Project Billing System your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.