Billing for project work

Prepare invoice drafts from hourly work, a fixed price or agreed milestones.

Needs: Pro · Projects

Open a project's Time & billing area to review recorded effort and prepare charges. Set the billing model according to the agreement with the customer, then check the source items before creating a draft invoice.

Choose the billing model

Model	Operational use
Hourly	Bill eligible recorded time after rate and allowance review
Fixed	Prepare agreed project charges independently of raw hours
Milestone	Prepare charges associated with defined delivery checkpoints

Time entries are still useful for understanding effort on a fixed-price project. For milestone billing, marking a milestone complete and reviewing the amount to charge are separate steps.

Prepare the draft

Open the relevant time or billing items and choose the available draft-invoice action. Check the customer, descriptions, amounts, tax and links back to the project. Make sure the work has not already been invoiced before issuing another charge.

The supported billing process uses record links to help prevent duplicate charges. A manually created invoice with similar wording may not have that link, so investigate any overlap before sending the draft.

Find a missing or unexpected charge

If time is not available for billing, check its client and project, billable status, included-hours decision and existing invoice link. For an incorrect milestone charge, inspect the saved billing model and the milestone amount.

The time, included-hours and invoice chapters explain how to review those records.