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How do I set up how a project will be billed?

On Project Contract name the customer, add a line per project with its billing rule (Unit of Delivery, Milestone or Progress), and open Billing Condition to type the priced billing lines. Billing proposals bill from those lines.

Screen
Project Accounting › Project › Project Contract
Who
The project accountant
Takes effect
On Save
Needs first
A Project funded by the customer, with its categories

Steps​

  1. Open Project Contract, New. Number, Contract Date, Name, Customer, Currency.
  2. Add a line: Project (only the customer's projects not on another contract), Project Billing (the rule).
  3. Click Billing Condition and type the billing lines: Sequence, Billing Line, Category, Quantity, Unit, Price, Discount.
  4. Save.

Check it worked​

  • The Contract Billing Status list shows each line fully open.

Nothing in this task posts to the accounts.

If something looks wrong​

  • The project is not in the list. It is funded by another customer, or already on a contract.