Paymo Help Center

How do I bill a project in stages?

Learn how to bill a project in stages.

Written by AndreiLast update 6 minutes ago

If you need to bill a project in stages, then follow the next steps:
1. Select a project → Overview → Project Settings (the gear icon on top).
Here you need to change the project's Billing Method to Time & Materials. This is the only option that allows you to further change the task billing type.

2. Go to the Tasks area of the project and change the tasks' Billing Type to Flat rate. This will allow you to add your own estimated price - independent of the hours worked and user hourly rate.

NOTE: To change a task billing type more quickly, switch to Table View → head to the Billing Type column  click on the dropdown button to choose Flat rate.

3. All you've done so far is to set the stage for the invoicing part. When creating an invoice, click on the Add Outstanding Time/Costs button → Add from Tasks → Select only the tasks that you wish to bill.

The rest of the unbilled tasks will show up under the Unbilled AR plugin, in the project Overview tab.

NOTE: You'll end up with more than 1 invoice using this workflow.

Did this answer your question?