This area is located in Projects → [Select project] → Settings → General billing settings. Here you set up how invoices are created for the selected project. This includes combined or separate invoices, the default recipient, billing for bug tasks, and which project versions are used as the basis for invoicing.
The settings are split into several sections and affect which data goes into invoices and how they're structured.
Workspace-wide billing settings are set up here:
Billing
Combined invoices: This lets you bill support efforts (by booked hours) and subscriptions on a single invoice.
Split invoices: Support invoices are generated separately.
Overview of the billing system
Set if you can bill time spent on tasks with the “Bug” activity.
Pick a contact person from the customer’s organization.
This person will be auto-filled when creating invoices, but you can change it.
When you set up single projects, project versioning is used. The quotes shown to the customer for a project are based on these project versions. This dropdown lets you pick which of the versions will actually be billed to the customer.
Selection of the project version used as the basis for billing.
Includes components, manual items, and products as agreed.
Via the version management
Optionally selectable if the project includes products with recurring payments.
Used to bill subscriptions independently of the project scope.
If the field stays empty, the main version is used automatically.
Via the version management
You can find support contingents within a project under Settings > General billing settings.
Support contingents let you allocate monthly hour packages at a fixed price.
They're perfect for recurring support, maintenance, or service tasks and get suggested automatically in invoice review.
Unused hours can optionally be carried over to subsequent months.
For more on working with retainers
Support contingents are set up per project and automatically affect the monthly billing. Once activated, the values you entered are used as the basis for comparison and overtime calculations.
Visible fields in the Support contingents section:
Enable support contingents
Enables the hour package for this project.
Support contingent title
Name for the package (e.g. “Support Package”). Will show up on the invoice later.
Price (EUR/m)
Monthly flat fee for the contingent.
Hours (h/m)
Number of included support hours per month.
Discounted rate (EUR/h)
Reduced comparison hourly rate for calculating extra work.
Unused hours can be transferred to the next month
Option to transfer unused hours to the next month.
Unused hours so far
Shows how many unused hours have piled up (if carryover is allowed). Can be reset using Reset.
The following cases may occur in the billing:
If more hours are used than included, overtime will be billed at the regular hourly rate.
If fewer hours are used and rollover isn't enabled, leftover hours will expire.
If rollover is enabled, remaining hours are saved and credited to the following month.
