Billing and invoices
Billing frequency, raising an invoice, and what unbilled work in progress means.
Billing turns work that has been done into an invoice. Most of it is automatic; the parts that are not are the ones worth understanding.
Billing frequency
Each engagement has a billing frequency: how often it is invoiced. Orin uses it to decide when an invoice is due to be raised, and Runs on tells you the next date.
An engagement can be put On hold. It stops being billed automatically and stays that way until somebody takes it off hold, which is deliberate: a hold is a decision, not a timeout.
Raising one by hand
Raise an invoice lets you invoice outside the schedule. Orin drafts it from the unbilled work in progress on the engagement, and you adjust before issuing.
Work in progress
Work in progress, usually written WIP, is billable time that has been logged and not yet invoiced. It is money your firm has earned and not asked for.
Work in progress shows it by client, engagement or person, and how long it has been sitting there. Age is the number that matters: old WIP is harder to justify to a client than recent WIP.
Common questions
A draft invoice counts as billed. Is that right? Yes, and it is deliberate. The invoice run uses that rule when it works out what is left to charge, so drafting an invoice takes that work out of the unbilled pile rather than leaving it to be invoiced twice.
Part billed? Billable time that is not on an invoice yet, or a fixed fee invoiced below the task's completion.
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