Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
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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. In the Navigation pane, select Hubs > Projects > Billing Terms.
  2. At the top of the Billing Terms form, enter either a complete or partial name or number in the Find project lookup field to find and select the fee-based project for which you want to view or edit.
  3. Click the Fees tab.
  4. Select the Scheduled Billing option.
    Vantagepoint displays the Fee Schedule grid.
  5. On the Fee Schedule grid, click + Add Billing Schedule 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.