Project Billing That Maximizes Revenue

Milestone invoicing, budget tracking, and revenue recognition — billing workflows designed for project-based businesses.

Use Case: Project Billing

Problem

Project-based businesses struggle with complex billing models — fixed-fee milestones, T&M with caps, retainers with overages — and lack tools that bridge project management with financial reporting.

Solution

A custom project billing system supports multiple billing models, tracks budgets in real time, generates invoices from milestones or timesheets, and integrates with accounting for revenue recognition — all tailored to your engagement types.

Key Features

  • Multi-Model Billing: Support fixed-fee, time-and-materials, retainer, and hybrid billing models with project-specific configuration.
  • Budget Tracking: Real-time budget consumption dashboards with burn rate analysis, forecast alerts, and change order management.
  • Revenue Recognition: ASC 606-compliant revenue recognition with percentage-of-completion and milestone-based methods.

Estimated Scope

Hours: 300–500 | Cost: $600–$2,500 | Timeline: 6–10 weeks

Frequently Asked Questions

Can it handle change orders?
Yes. Change orders adjust project scope and budget with approval workflows, and the system tracks original vs. revised budgets separately.
Does it support retainer billing?
Yes. Monthly retainer billing with rollover or burn-down tracking, overage invoicing, and utilization reporting.
Can it integrate with QuickBooks?
Yes. Two-way sync with QuickBooks for invoice creation, payment recording, and revenue recognition journal entries.