Generate billing items from approved hours
Turn approved, tracked hours into billing items for a client and period, so finance can prepare what will be invoiced without re-entering data by hand.
How to do it
Section titled “How to do it”This section is written and maintained by the team. Add the step-by-step instructions here.
Rules and restrictions
Section titled “Rules and restrictions”Only time entries approved by a developer can be turned into billing items.
The system stops duplicate billing entries by checking if certain key details match existing items. If duplicates are found, it shows an error message.
Billing items cannot be created for a time period after its close date, which is usually set to the 10th day of the following month. However, this restriction can be bypassed by using a special option in the request.
What happens next
Section titled “What happens next”When a billing item is created for a milestone or payment, the status of that milestone or payment is changed to “Billed.”
When multiple billing items are marked as Ready to Bill, a notification is sent to the next system to inform them of this status change.
Troubleshooting
Section titled “Troubleshooting”This section is written and maintained by the team. Add common problems and fixes here.