Create billing records

Navigate to a project.

Click Billing Records in the left panel.

This section might be located under Show More.

With Billing Record Details selected in the left panel, click New Billing Record.

In the New Billing Record box that displays, specify the following information:

(Optional) Under Custom Forms, select a billing records custom form that you want to add to the billing record.

You (or another user with access to custom forms) must create a billing records custom form before you can select it here. Only active custom forms display in the list. For information about creating custom forms, see Create a custom form.

You can repeat this step to add other custom forms that you need for the billing record.

Click Save.

The billing record is created. To include Billable Hours, Expenses and Fixed Revenues in the billing record, follow the steps outlined in the following sub-section.

Go to the project with the billing records.

Click Billing Records in the left panel.

This section might be located under Show More.

Click the Description of a billing record to open the Billing Record Details tab.

Click Billable Hours in the left panel.

If there are hours that could be included in a billing record, click Add Hours.
The Add Billable Hours box opens.

NOTE

If there are no hours logged or if the hours logged do not meet the conditions required to be added to a billing record, the Add Hours button does not display. For more information about what hours can be logged to a billing record, see the section What hours can be added to a billing record in this article.

Select the hour entries you want to include in the billing record, and click Add Hours.
The Actual Cost of the hours is added as the Billable Hours amount to the Billing Record Total.

(Optional) Click Billing Records Details to review the Billable Hours and Billing Record Total amounts. You can also see the billing record total in the header of the billing record.

Go to the project with the billing records.

Click Billing Records in the left panel.

You might have to click Show More, then Billing Records.

Click the Description of a billing record to open the Billing Record Details tab.

Click Billable Expenses in the left panel.

(Conditional) If you have added expenses to your tasks or the project and have marked them as Billable, click Add Expenses.

NOTE

If you have expenses but they are not marked as Billable, the Add Expenses button does not display. Only billable expenses with an Actual Amount greater than zero are eligible to be included in a billing record.

Select the billable expenses that are available to be added to the billing record, then click Add Expenses.
The Actual Amount of the expenses is added as the Billable Expenses amount to the Billing Record Total.

(Optional) Click Billing Records Details to review the Billable Expenses and Billing Record Total amounts. You can also see the billing record total in the header of the billing record.

Go to the project with the billing records.

Click Billing Records in the left panel.

You might have to click Show More, then Billing Records.

Click the Description of a billing record to open the Billing Record Details tab.

Select the Fixed Revenues tab.

If you have added fixed revenues to your tasks, click Add Fixed Revenues.

NOTE

If you have revenue amounts on tasks but they are not marked as "Fixed’, the Add Fixed Revenue button does not display.

Select the tasks whose fixed revenues you want to include in the billing record, then click Add Tasks.
The Fixed Revenue amount of the tasks is added as the Billable Revenues amount to the Billing Record Total.

(Optional) Click Billing Records Details to review the Billable Revenues and Billing Record Total amounts. You can also see the billing record total in the header of the billing record.