Billing mode

Billing mode says when a ticket's time becomes billable, per period as time and materials, or when the ticket closes as a deliverable; it is set on the project and can be overridden per ticket.

Written for
admin, integration-developer
Roles
owner, admin
Requires
Owner or Admin on the project; workspace users on the project for the ticket override
Feature
billing

Billing mode answers one question: is this work billed as it happens, or only when it is finished? Per period is time and materials: every billable entry is priced by the run for the period it was logged in. When the ticket closes is for deliverables: entries wait as work in progress and are priced by the first run after the ticket reaches a closed state. The mode lives on the project and defaults to Per period; a ticket may override it.

How it relates to other concepts

  • The ticket field is "Inherit" by default and shows the resolved mode.
  • A billing run prices every eligible entry dated up to the period end. For a closed-on-close ticket that means entries from earlier closed periods are picked up as soon as the ticket is closed, and shown on that run.
  • Unbilled time on open deliverables is listed separately as work in progress on the run preview, in reports ("Work in progress (on close)"), and on the ticket ("not yet billed").
  • The pre-close checklist for a period warns about older billable work in progress on open deliverables and about open deliverables that resolve to a time bank.

Rules

  • Only Owners and Admins set the project's billing mode. Workspace users on the project may set the ticket override.
  • Reopening a closed ticket does not unbill entries already priced; new entries after the reopen wait again until the ticket closes.
  • Corrections follow their own rule: they bill in the period they are made, regardless of mode, and a correction of an unbilled original waits for the original.
  • The mode changes when time is billed, never how: rates, policies, and banks apply the same way.

Example

retail-shop is Per period, so support hours are on every monthly timesheet. The ticket ACME-120 Gift card launch is set to When the ticket closes. Its 40 hours logged over August and September appear together on the first Nordic Retail run after the ticket is moved to Done.

  • Billing fields on a ticket What the Billing client, Policy, Mode, Billing description, and Estimate fields on a ticket mean, who may set them, and what changes when the billing client or kind changes.
  • Create a project Create a project, choose its key and billing client, set the billing mode, and understand what a project decides for the tickets inside it.
  • Run billing for a client Price a client's time for one closed period with the five-step run wizard, fix blockers, review billing descriptions and bank totals, commit, and void a run when needed.
  • Billing run A billing run prices one client's time for one closed period, applies policies and time banks, and produces the client timesheet; runs are sequential per client and can only be undone by voiding.