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- Project Billing System
- Process
- Set project terms
Set project terms
Billing specialist starts with an active customer and the project owned by project manager. Admin checks the customer, resource and shared rate masters. The contract holds the billing type, frequency, payment terms and revenue method. A dated schedule or override gives the team a traceable commercial basis.
Step by step
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Set terms BillingSpecialist
Billing specialist prepares the contract, schedule and negotiated rate overrides. Controller approves the commercial terms and opens billing.
- Move the approved contract from Draft to Active and retain the approver and date.
- Updates Billing contracts, Billing schedules, Rate card overrides, Projects, Customers
ApprovalA person approves before the work moves on.
Who does what
Roles and permissions- Admin
- , billing specialist, project manager, Controller.
Set up Project Billing System your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.