These cookies are required for the website to function properly. They ensure security, enable basic features like page navigation, and store user session data. You cannot disable these cookies.
- Project Billing System
- Implementation
How a Project Billing System rollout works
Start with a project, then rehearse the full billing cycle.
Commercial setup
Load the customer, project, people, rate basis and contract terms.
Source work
Bring approved hours and expenses with their source identities and check the project assignment.
Billing review
Prepare a draft, exercise a hold, submit it and record each approval decision.
Collection and close
Follow a sent invoice through payment review, WIP and revenue period review.
What the customer provides
Provide the signed billing terms, rate schedule, customer billing contact, approved source batches, invoice approval owners and current period. Identify who owns payment confirmation and journal posting.
Changing it afterwards
Review term changes against issued invoices. Preserve prior source and approval history. Test changes on one project and period before using them across the portfolio.
Set up Project Billing System your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.