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.
- IfYes, check if you will have all time or expenses entered before billing.
- IfYes, verify if the flat fee includes expenses.
- IfYes, proceed withFixed Time & Expenses.
- IfNo, decide if you want to include expenses on top of the flat fee.
- IfNo, proceed withFixed Time & Expenses.
- IfYes, proceed withFixed Time & Expenses at Standard.
- IfNo, determine if time will be entered at all.
- IfYes, proceed withProgress.
- IfNo, proceed withAdjustment.
- IfNo, decide if you bill all available WIP (time & expenses) no matter what amount is used.
- IfYes, proceed withAll WIP at Standard.
- IfNo, verify if you bill WIP at standard and fixed expenses.
- IfYes, proceed withFixed Expenses & Time at Standard.
