SECTIONSEstimate Billing Overview
Estimate Milestones
You can view the estimate milestones in the Estimate Milestones grid. These milestones represent the current billing schedule on the estimate. When creating a project, new milestones are generated.
This grid displays milestones that are created from:
- Fixed Price Estimate Products
- Time and Materials Estimate Products
- Estimate Vendor Line Items
You can view the milestones in the estimate's currency or the individual estimate products' currency using the Currency toggle.
To view the Estimate Milestone grid in full-screen, click 
. To return the summary to its original size, click 
.
Additionally, you can edit the billing schedule of fixed price estimate products in the Manage Billing Schedules window. You can create a custom billing schedule in this window to best fit your company practices.
Estimate Billing Groups
Billing groups are a collection of estimate products that are billed collectively on a selected schedule. You can define a billing group when managing your billing schedules in the Estimate Milestones grid on the Delivery subtab.
When creating an estimate, you can choose to create an estimate level billing group, meaning all estimate products and independent records will be billed together at the schedule you set for the estimate. This option is only available when creating a blank estimate. You can create an estimate level billing group on an estimate created from a template on the Details subtab of your estimate.
To provide greater flexibility in your billing cycles, you can configure a custom start date for your billing groups in the Manage Billing Schedules window. By default, billing schedules are generated based on the estimate start date. The Custom Billing Start Date must be on or before the estimate end date and must not exceed the latest end date of any child estimate products in that group.
A billing group can only contain estimate products of a single currency. Multiple billing groups are created when creating a billing group from products of multiple currencies.
When viewing the Estimate Financial Summary, an estimate product's billing schedule amount reflects its percentage contribution to the associated billing group. The displayed billing schedule amounts will span the entire duration of the billing group, meaning they'll use the group's earliest and latest dates rather than the individual product's specific start and end dates.