Bill Fee-Based Contracts Using a Billing Schedule

You can invoice fee-based projects based on scheduled invoicing dates and percent completes or dollar amounts.

You must enable the Scheduled Billing feature on a project's Billing Terms form before you can use a billing schedule to bill for the project.

To bill a project based on a billing schedule:

1. From the Navigation menu, click Billing > Billing Terms.
2. Open the project that you want to bill.
3. Complete the information on the Fees tab.
4. Select the Scheduled Billing option. A Scheduled Billing grid displays. This is where you enter billing milestones.
5. Click Insert on the Scheduled Billing grid to add milestones. You can also create a new milestone by copying and modifying an existing milestone. If you enter two or more milestone rows on your schedule with the exact same information (for example, the same date, the same amount or percent complete), this information displays twice on the invoice when the invoice is generated based on the date.
6. Click Save.