Billing Stages
Stages at which a client is billed.
Overview
Billing stages split an engagement’s fee into percentages of the full fee, each ready to invoice at a stage of the workflow. A stage creates a draft invoice, which counts as revenue only once posted.
When to use billing stages
- You bill in parts, such as a deposit and a balance.
Step by step
In the CPD Training module open Finance in the green navigation bar, then choose Billing Stages under Money.
Screenshot for this step has not been captured yet — run npm run docs:flow.
Screenshot for this step has not been captured yet — run npm run docs:flow.
What you see on the screen
- Columns: ENGAGEMENT, STAGE, AMOUNT, TRIGGER, STATUS, INVOICE.
Permissions
These permission keys control access (granted to roles in Administration → Roles & Permissions):
- cpd.billing.manage
- cpd.billing.read