Lesson 1: Welcome to billing
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Overview
Congratulations! Your firm won the project. Now, you want to make sure that you capture all the time and expenses for the project accurately, so that you can bill as easily as possible.
This section provides an overview of the billing workflow and billing calculations in Ajera. This knowledge will help you make the best decisions for your firm when choosing settings and processes related to billing.
Ajera's billing workflow
Ajera is designed to streamline your billing workflow. It captures project-related billing information and automatically adds it to the client invoice for that project.
You don't even create a client invoice. Ajera automatically creates a draft client invoice when you create and save a project. The invoice format and billing rate table you select for the project determine the appearance and the billing rates for the invoice.
Ajera automatically updates the invoice as you enter time and expense, in-house expenses, and vendor invoices to the project. It calculates the billing amounts mainly on the basis of the billing rate table (for unit-based expenses, it uses the activity setup; more on this later).
This figure shows how Ajera handles billing amounts from the beginning to the end of an invoice:
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