1. Administrator Guide
  2. Projects
  3. Project Billing Defaults

Project Billing Defaults

Project billing defaults properties form.

Set the project billing default options for new projects. These options do not change the billing settings for any existing projects.

When using project billing rules within OpenAir, you may set a global project billing defaults option for running billing rules and sending results to a defined individual. The default settings for new projects include: Do not auto-bill; Run a trial billing, do not create project billing transactions or charges; Run billing and create project billing transactions and charges. You can create a list of employees to email results of the auto-bill run to and you can schedule the billing option to run at a defined day and time. Optionally, you can suppress the email if results do not include billable items.

Note:

Any project billing default options can be overridden within an individual project by using the auto-bill feature within the billing link of the project.

To access and modify the Project billing defaults:

  1. Go to Administration > Application Settings > Projects > Project billing defaults.

Do not auto-bill — This option does not run the billing rules automatically. This does not impact forecasting, which is handled by charge projections, nor invoicing, which can be done using a manual billing approach. For more information on charge projections, see Charge Projections.

Run a trial billing, do not create project billing transactions or charges — This option does not run the billing rules automatically but does simulate running the rules to get an estimated billing value. No billing transactions or invoice charges are generated, only the trial billing value. An email is sent for each project that has a trial billing amount. This does not impact forecasting, which is handled by charge projections, nor invoicing, which can be done using a manual billing approach. For more information on charge projections, see Charge Projections.

Run billing and create project billing transactions and charges — The billing rules are run automatically and generate billing transactions and invoice charges. This does not impact forecasting since it is handled by charge projections. For more information on charge projections, see Charge Projections.

Note:

All times set are US Eastern Time regardless of your employee specific preferred time zone. After Project billing options are set up within OpenAir, they become the default billing options for all new projects.