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- Project Billing System
- Get started
Get Project Billing System running in four steps.
Prepare a first project billing cycle with Proto.
Create your account
Click Start now and create your ERP.AI account.
Start nowDownload Proto
Proto is the desktop app you use to set up Project Billing System. It runs on macOS, Windows and Linux.
Download ProtoMake it yours
Open Project Billing System in Proto and adjust fields, steps, roles and approvals to match how your team works.
Implementation planBring your data and team
Import your records, then invite your team and assign their roles.
See the roles
Create your account
Click Get started and set up your workspace. Use Proto to configure Project Billing System for your team and assign the people who prepare, review and approve billing.
Prepare the first operating cycle
Choose one active customer project. Gather the contract, rate basis, schedule, approved time and expenses, billing contact and open revenue period. Identify the project manager, billing specialist, controller and receivables owner.
Review before release
Trace a draft invoice line to its source work, test a hold and a rejection, then approve and send a corrected invoice. Reconcile the invoice with WIP and the period revenue entry before expanding to more projects.
Set up Project Billing System your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.