Indicate the way the client is billed according to the contract. If
you are entering a project for estimating purposes, select the billing
type that is most often used for this type of project. You can change
it once the contract is won.
If you do not want to designate a rate table when estimating your projects,
select a Billing Type of Marketing. When the contract is won, change it
to a billable type, and enter the appropriate rate table.
Click and make a selection.
Billing types are:
Time & Expense
You bill the client for actual hours worked and expenses incurred on
the project. You can use this type if you bill the client with a billing
rate or a markup of cost.
set up with a Time & Expense billing type, and for fee-based projects
where you have selected to bill labor, expense, or consultant as time
& expense and entered a contract amount, then if billing exceeds the
contract amount, Ajera alerts you by highlighting the invoice amount in
red. It also prints Maximum Exceeded
on the draft invoice. You can adjust the invoice amount, if needed.
You charge the client a fixed amount for the project and bill a fixed
amount on each invoice.
You charge the client a fixed amount for the project. You bill a percent
of the total amount based on the amount of the project that is complete.
You charge the client a price per each unit completed, such as square
Percent of Construction
You charge the client for the actual or estimated cost of construction
for the project.
You do not charge the client for the project. Use this billing type
to track project-related time and expenses that you cannot invoice to
the client. You can set up a nonbillable phase so that you can enter charges
against the project which contribute to the total cost but cannot be billed.
Learn about work-in-progress
write-off vs. nonbillable
You track the marketing cost for the project. Use this billing type
to track time and expenses related to winning the project. You can enter
and track time and expenses, but the client cannot be invoiced. You can
change this billing type to one of the billable types after the project
is won, if the contract allows you to recover any of these costs.
You can optionally set up an overhead project to track your internal
expenses. You can enter and track time and expenses, but no client is
associated with the project and no invoice is produced.
change an Overhead billing type to a billable type.