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. In the Navigation pane, select Settings > Billing > Fee
  2. Select Use Scheduled Billing option.
  3. Click Save.
  4. In the Navigation pane, select Hubs > Projects > Billing Terms.
  5. On the Billing Terms form, open the project that you want to edit.
  6. On the Actions bar, click Edit.
  7. On the Billing Terms form, open the project that you want to modify.  
  8. Click the Fees tab.
  9. Select the Scheduled Billing option.
    Vantagepoint displays the Fee Schedule grid.
  10. Enter or update billing schedule data on the Fee Schedule grid.
    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 another fee method to display the grid.
  11. Click Save.