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Reference: Project Billing Capabilities
You can view high-level feature descriptions for the capabilities in this product area.
Project Billing - Core
Supports creating billing processes for client-facing billable projects. The functionality provides the ability to:
- Add administrative fees and attachments to invoices.
- Configure project milestones for billing and revenue events.
- Create billing schedules and installments.
- Log transactions against projects for expense reports, time blocks, and supplier invoices.
- Review project transactions for transaction sources.
- Transfer transactions between projects.
Project Billing - Pricing
Provides the ability to:
- Price projects using billing rates and billing rate rules.
- Use of effective dates on contract rates.
Project Billing - Revenue Recognition
Supports the ability to accrue and post revenue when transitions occur.