Bill delivered work

Note: Billing is currently a beta feature and is being rolled out with pilot customers. If you would like to take part, please get in touch with us.

When you do this: recorded time needs to be turned into what goes to the customer.

Outcome: a servicesheet recording the work delivered to a customer in a period, based on confirmed time.

Steps

  1. Read the concept first. Billing is the second half of time recording: it turns recorded hours into servicesheets. → Billing concept
  2. Make sure the commercial frame exists. Framework agreements, then orders and their positions. → Framework Agreements, Orders & Positions
  3. Confirm the recorded time on the project's Delivery tab. Whether this is a gate depends on the Time recording approval company setting: with it on, nothing reaches a servicesheet until someone confirms; with it off, the tab still works but does not block billing. → Timesheets & Approval
  4. Review the billable work that resulted from the confirmed time. → Billable Work
  5. Produce the servicesheet. → Servicesheets

See also