Share
Report
2Hi,
Does anyone successfully use project billing rules? I'm trying to use these to apply a percentage based fee at the point of invoicing. To do this I have configured a time and material rule, which includes the project category I want to apply the fee to, and also a fee rule which is used in conjunction with the T&M rule to apply the percentage-based fee.
At the point of creating the invoice proposal with the billing rule, there are a couple of things I have noticed:
1. The fee is calculated based on the percentage of all transactions available to invoice, not based on the transactions included in the invoice.
2. The fee isn't included in the invoice. Once the invoice is posted, the fee is instead added as a chargeable project transactions to be included in a subsequent invoice.
3. Any subsequent invoices will recalculate the fee based on the remaining chargeable transactions.
Does anyone have any thoughts on the above?
Cheers,
Nick
*This post is locked for comments
All responses (
Answers (
