Projects are either billable or non-billable. Billable projects have an invoice method of Task Hourly Rate, Person Hourly Rate, or Fixed Project Hourly Rate.
Make A Project Billable
Go into a project and then looking at the Project Overview section click Edit. Beside Billable Project check Yes. Then beside Invoice Method choose how you intend to invoice the client.
You must configure billable projects as follows:
| If project is billed by… | You must set… |
| Task Hourly Rate | Set the billable tasks hourly rates |
| Person Hourly Rate | Set the users hourly rate |
| Fixed Project Hourly Rate | Set the project’s hourly rate |
Invoice by Task Hourly Rate
Go into a project and edit the Project Overview section. Change Invoice Method to Task Hourly Rate then click Update Project. Create one or more billable tasks and set their hourly rate.
Invoice By Person Hourly Rate
Go into a project and edit the Project Overview section. Change Invoice Method to Person Hourly Rate then click Update Project. Edit a user’s Profile by adding an Hourly Rate to user’s profile.
Invoice By Fixed Project Hourly Rate
Go into a project and edit the Project Overview section. Change Invoice Method to Fixed Project Hourly Rate then click Update Project. Fill in Project Hourly Rate then click Update Project.