Enable the Scheduled Billing Feature

Use the Scheduled Billing feature to invoice fee-based projects based on scheduled invoicing dates and percent completes or dollar amounts.

To enable the Scheduled Billing feature and apply it to a project:

1. From the Navigation menu, click Settings > Billing > General in the desktop application.
2. On the Billing Setup form, click the Fees tab.
3. Select the Enable Scheduled Billing option.
4. Click Save.
5. From the Navigation menu, click Billing > Billing Terms.
6. On the Billing Terms form, open the project.
7. On the Fees tab, select the Scheduled Billing option. When you open a project from the Fee tab for the first time after your firm enables Scheduled Billing, the Billing grid may not display if No Fee Billing is selected from the Fee Method field. Select a fee method to display the grid.
8. Enter or update billing schedule data on the grid.
9. Click Save.