Invoicing by Time and Material

Hey Epigurus,

We’re trying to figure out the best way to handle a new “blanket” sales order. We will be billing the customer bi-weekly based on labor/material/subcontract costs associated with their part’s accumulated costs in the time frame. Our initial thoughts are to do misc. invoice charges to account for the bi-weekly billing, and to have invoices for 0.00 when the parts are actually shipped.

Is there a better way to handle this out of the box?

The project billing module has Time and Material Billing. It’s a lot of initial setup, but it works well if you follow the rules.

The problem with misc invoices is you leave the costs in WIP and it starts to be a problem to tell what you’ve billed for and what you haven’t.

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I’ll definitely take a look, thanks for the info!