Fixed Item Project Billing
A service line item on a project can be billed as a regular, fixed price line item. You may want to use this type of billing for items such as ‘One-time-fees', for example.
There are two settings that need to be in place in order for a project line item to be billed as a fixed item.
The line item cannot have any Special Billing Instructions associated with it. What this means, is that either the Service Billing Group of the item needs to be set to ‘None’ for its Special Billing Instructions field, or the specific service line item must have been set to ‘Unassigned’ for its Service Billing Group.
To configure a Service Billing Group, navigate to Settings > Billing > Service Billing Groups.
To set a line item as ‘Unassigned’ for its Service Billing Group, either add or edit a service line item on the order creation product page. In the add/edit product pop-up, you will see the option to set a Billing Group. Choose ‘Unassigned’ for this field.
The Service Product itself must be set to ‘No Partial Invoicing’.
To configure your Service Products, navigate to Settings > Products > Service Products.
When both conditions are met, the project's line item can be invoiced like any other line item. You can create the invoice for that item by searching on the Create Invoices page, or you can click the Create Invoice action next to the line item on the Company’s Order tab.
While users can still record hours for the task associated with the line item on their timesheets, the hours recorded will not impact the billing of the item.
The total amount of the line item will contribute to the Total Billable Services of the project, which you can view on the Project Metrics tab, under the Project Cost summary. Once the line item has been invoiced, you will see the invoice amount under the Project Cost summary next to the ‘Invoiced’ line.
Note
Any Service Product that is not set to use Partial Invoicing can be billed in this manner. Even if a Service Product’s default Service Billing Group is set to use T&M billing, you can edit its Billing Group when creating the order. This would allow you to bill the item at a fixed price, and not as a Time & Materials item.
Added 2/23/2023