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Billing

Route: /billing · Read: reviewer, finance, admin · Close/reopen: finance, admin

Billing is where approved hours become a priced monthly period per customer. Periods are recalculated from approved billable entries; retainers consume the allowance first and only the overage is billed.

What you see​

The left column lists periods (customer + month) with their total and an open/closed badge. Selecting one shows its billing segments: one row per approved billable entry, with the covered (allowance) portion, any overage, the applied rate, and the amount. The footer totals the period.

Summary chips show total open and closed value and the number of periods.

Closing a period​

Closing marks a month as final for invoicing.

  1. Select an open period.
  2. Click Close period.

The period becomes closed and is stamped. Its segments are preserved as the billing evidence for that month.

Reopening a period​

  1. Select a closed period.
  2. Click Reopen.

The period returns to open so later approvals or corrections can flow in.

Reopening changes billed numbers

A reopened period is recalculated on new approvals. Close periods only once the month's time is fully reviewed.

Recalculating a month​

Approving a billable entry recalculates its customer's month automatically. You can also trigger a recalculation directly (customer + month) — useful after bulk corrections.

How a segment is priced​

  1. Approved billable hours for the customer/month are gathered.
  2. The agreement's allowance, if any, absorbs the earliest hours as covered.
  3. Hours beyond the allowance become overage.
  4. Overage is priced at the rate resolved for the engineer, project, and date; the sum is the period total.

Reasons to recompute​

  • An entry was approved after the period was last touched.
  • A rate or allowance was corrected.
  • A rejected entry was fixed and re-approved.