Hourly services (legal, IT, outsourcing)
Choose a flow
Situation
The customer pays for hours actually worked.
Recommendation
Time & Materials Service Contract; approve Timesheets → Billing queue → Invoice.
Why
Approved hours enter the Billing queue and become an Invoice. Also selling hour lines on a Service Order in the same month double-bills.
Steps
- Create a Time & Materials Service Contract.
- Staff log SM Timesheets.
- Approve the Timesheets.
- Push to the Billing queue and invoice.
Avoid
- Sell hour lines on a Service Order in the same month.
Roles & permissions
Service coordinator / Service Management manager.