Charge-Based Project Billing

Project Charge-Based Billing is a type of billing in SuiteProjects. It’s a flexible, rules-based tool that processes project activities and turns them into charges for your project-related invoices. Charge Rules on the project automate the charge creation. You can create and combine different types of Charge Rules based on your billing needs:

• Fixed Fee Charge Rules – Create a charge based on a defined amount on the Charge Rule and a triggering event (task/milestone completed, specific date(s) (one-time or recurring), or project progress (hours-based percent complete)

• Time-Based Charge Rules – Create a charge based on time entry hours multiplied by billing rates defined by Employee, Service Item or Billing Class Rate Cards.

• Expense-Based Charge Rules – Create a charge based on expense report receipts recorded against the project as a pass-through cost with the option to mark up or down the billed amount.

• Purchase Charge Rules – Create a charge based on purchase transactions (purchase orders and vendor bills) recorded against the project with the option to mark up or down the billed amount.

On charge-based billing projects, you can now use Billing Rate Cards. This enables you to either select a customer-specific rate card or a general rate card for billing your project. For more information about Billing Rate Cards, see Using Billing Rate Cards.

Charge rules offer flexibility in calculating the billable value of project activity. Charge rules can be based on:

• the completion of project milestones

• project progress

• time entered for projects

• expenses entered for projects

• fixed amount generated on fixed dates (for example, up front materials costs)

• purchase transactions entered for projects

Charge rules determine the amount, and sometimes the date, of the charges created. For more information, see Understanding Charge Rules.

Charge-Based Billing also gives you a full view of your project billing process. The billing status for each project is summarized on the Financial subtab, where you can see pending charges and make them available for billing. For more information, see Approving Pending Charges.

You can also view the Project Billings Report to see a summary of billing for each customer and project.

To begin using Charge-Based Billing, see Setting Up Charge-Based Billing.

General Notices