Connect contract terms with completed work and billing.

Terms in the context of the contract

Link a contract to its customer, project, periods and the rates relevant to each billing calculation. Every period has its own basis and preparation status.

Completed work as the basis

Delivery data and work records feed into the contract period. See which information contributes to billing and what still needs to be completed.

• Contract and period
• Completed work data
• Rates relevant to the calculation

Verification before the next step

A missing required rate should be visible before the invoicing basis is prepared. The operator checks the period's data and decides whether it is ready.

From billing data to invoice preparation

A verified period provides source data for preparing an invoice. Preparation alone does not mean the invoice has been issued, sent or posted. The document requires further handling.

When your model is different

Milestone billing, fixed fees and acceptance of completed work are examples of topics for analysis and possible development. Billing a customer for work and calculating pay are separate processes with their own rules.