Advance Billing

Advance billing enables you to issue invoices before project costs are incurred and anytime during the life of a project. Advance bills must be generated, released, and approved before an invoice can be issued.

Advance billing can be processed when projects are financially enabled for retainer or contract billing types.

Advance billings regardless of the billing type are not generated from transactions. Advance billings are created periodically based on contract schedules or entered as an after-the fact invoice.

After-the-fact invoices enable you to track invoice amounts that originated from an external system. You enter after-the-fact invoices manually by referencing the original invoice number and the invoiced amount. After-the-fact invoices can help you do the following:

Note: See the Project Management User Guide for more information.

More information:

View Projects Available for Advance Billing

View Advance Billing Schedules

Create and Edit Advance Bills

Release Advance Bills for Approval

View Advance Billing History

Delete Advance Billing Line Items