1 follower Follow

What is the best practice for billing up front

Our projects are manly fixed price deliveries.

When you do a billing report, amounts come up based on due date - but for some, the customer needs to pay up front. How do I do this best?

Peter Fjelsten Answered

Please sign in to leave a comment.

1 comment


You can use the combination for a custom field such as "Customer Paying Upfront" the Fixed Price field, and the Start Date to create a report showing when customers should be paying for various components. It may also be a good idea to create a field to track how much money has been invoiced and another for how much has been collected. However, I would go through your CSM for more specific advice since they will know your account better than anyone on the community.

Josh Santos 0 votes
Comment actions Permalink