11 docs tagged with "billing"

Understand how timesheets, trips, project expenses, and manual adjustments create internal actual-cost entries against Budget Items.

Learn how COMPASS turns project work, travel, and approved Service Revenue budgets into invoices and payment records.

Manage workspace-specific invoice fields that capture information not covered by the standard Billing form.

Use the Billing Dashboard to monitor invoice volume, billed amounts, unpaid balances, and invoice records across the workspace.

Learn how Billing Profiles keep an invoice recipient and currency together for Service Revenue budgets and invoices.

Create an invoice from Open Items or the manual wizard, review its lines, and move it through issue, send, and payment steps.

Review budgetless time and trip costs, decide whether they are billable, and add ready costs to a COMPASS invoice.

Use the Invoices list, understand invoice statuses, review payment history, and see how drafts reserve billable work.

Learn how eligible actual-cost work becomes a separate receivable record and moves from open to reserved, invoiced, or void.

Set up allocation rules, Service Revenue settlement, invoice basis, and Billing Profiles before project work is invoiced.

Review billing decisions and outstanding Service Revenue by budget or individual item before creating a COMPASS invoice.