To manage your billing forecast, you will find default forecasts. Create your own billing rule.
✅ Click here to read the article on billing planning.
🔓 Required permissions
Team : View Invoices and Manage Invoices
Project : View Invoices and Manage Invoices
| Reading time | 5 min |
| Setup length | 5 min |
| Steps | 3 |
Summary
I/ Create billing scheduling rules
II/ Apply the rule to the project
III/ Modify or delete a billing forecast rule.
I/ Create billing scheduling rules
To create your own billing forecasting rule, click on your First Name at the top right > Settings > Invoicing on the left > then on Forecast Rules.
Check Enable Forecast Rules on the right.
Click on the green button + Forecast Rules, then name your rule and save it by clicking on ✅.
Add conditions to this rule by clicking on the + button in the Rules column.
Add a condition by clicking on the green button + Rule.
In the form, define your condition:
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Starting Position: Select if the rule is based on the start date or end date of the phase in the planning.
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Deplacement position: Based on the start date or end date of the phase in the planning.
For the current month -> 0,
For previous months -> negative number (-3, for example, for 3 months before the start date),
For future months -> positive number (+3, for example, for 3 months after the start date),
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Invoicing Percentage: Percentage of phase fees to be planned.
For example, here in the rule called "Rule 1", we added 2 conditions:
- 3 months before the start of the phase, 20% of the phase fees will be planned, and
- 6 months after the end of the phase, 80% of the phase fees will be planned.
There you go! 🎉
You have created a custom rule!
II/ Apply the rule to the project
In your project, click on the Invoicing tab > Schedule tab, then click on the gear icon of the phase.
In the form, select the type of forecast, here the created rule "Rule 1".
You can observe that the distribution has applied the rule correctly:
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20% has been set 3 months before the start of the phase (in the production planning, the start date of the phase is in August 2022).
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80% has been set 6 months after the end of the phase (in the production planning, the end date of the phase is in September 2022).
There you go! 🎉
III/ Modify or delete a billing forecast rule
To modify or delete a rule, click on your name at the top right > Settings > Invoicing on the left > then click on Forecast Rules.
Click on the underlined elements or the "..." options to edit the rule.
To delete the entire rule with its conditions, click on the "..." options > Delete.
To delete only one condition from the rule, click on the "..." options > Edit and then click on the red trash bin.
There you go! 🎉