Multi-level billing lets you organize and consolidate billings and reports into one billing project. You can send one billing invoice and create reports that includes all of your relevant projects. Multi-level billing is available with advance billing, demand billing, and batch billing.
Multi-level billing occurs when a billing hierarchy exists among several projects. A billing hierarchy is a structure that is formed when a billable project is selected for a project that is financially enabled. To form a billing hierarchy, all projects in the billing hierarchy must:
Not be cyclically dependent. For example, if the InstaCash project is the billing parent of the Security Upgrade project, then the Security Upgrade project cannot be the billing parent of the InstaCash project.
Note: See the Project Management User Guide for more information.
With multi-level billing, you can view, bill, and approve all billings from the top-most billing project. Totals from subordinate projects in the billing hierarchy can be viewed from the top-level billing project.
For example, suppose that a customer, Ed's of Vermont, is sponsoring several upgrade projects. A billing hierarchy is formed to consolidate all billings into one invoice. The billing hierarchy is composed of the following:
Ed's of Vermont System Upgrade Projects (designated as the billing project)
Each of these projects are retainer billing types. An invoice is generated that shows the billable amount for each project.
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