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Billing

Decide how to bill clients

Follow these instructions to determine the appropriate billing method based on your fee structure and work-in-progress (WIP) management.
Determine if you charge a flat fee.
  • If
    Yes
    , check if you will have all time or expenses entered before billing.
    • If
      Yes
      , verify if the flat fee includes expenses.
      • If
        Yes
        , proceed with
        Fixed Time & Expenses
        .
      • If
        No
        , decide if you want to include expenses on top of the flat fee.
        • If
          No
          , proceed with
          Fixed Time & Expenses
          .
        • If
          Yes
          , proceed with
          Fixed Time & Expenses at Standard
          .
    • If
      No
      , determine if time will be entered at all.
      • If
        Yes
        , proceed with
        Progress
        .
      • If
        No
        , proceed with
        Adjustment
        .
  • If
    No
    , decide if you bill all available WIP (time & expenses) no matter what amount is used.
    • If
      Yes
      , proceed with
      All WIP at Standard
      .
    • If
      No
      , verify if you bill WIP at standard and fixed expenses.
      • If
        Yes
        , proceed with
        Fixed Expenses & Time at Standard
        .

This article applies to:

  • PRODUCT: Onvio
  • Subject: Billing
  • Audiences: Staff