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How do I create a billing period for an invoice?

  1. Last updated
    Jan 24, 2025
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Background

Examples

Common billing periods include:

  • Monthly
    Examples of common monthly billing periods are below:
    • Starts on the 1st day of a month and ends on the 30th of the same month.
    • Starts on the 15th of one month and ends on the 14th of the following month. 
  • Weekly 
    Examples of common weekly billing periods are below:
    • Starts on Sunday of this week and ends on Saturday of this week.

Answer

An invoice administrator has these options to create a billing period in the Project level Invoicing tool:

  • Automatic Billing Periods. Choose this option when your billing periods have a consistent start, end, and due date. For example, weekly or monthly. For instructions, see Create Automatic Billing Periods.
  • Manual Billing Periods. Choose this option when you need to create billing periods for your invoices and your billing periods are not on a consistent schedule. For instructions, see Create Manual Billing Periods.