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Project/Billing $$

RDM
New Member
Posts: 1
Country: United States

Project/Billing $$

I want to know how others using ACT track project/opportunity pricing if they want to bill out monthly against it but still keep the total project dollars in ACT for budgeting?  We give our clients total project $$ at time of purchase order being issued to us but invoice out monthly against the total quote for services/hours that are billable.  Any suggestions???  We are just getting a good start at using ACT for our day to day business operations and customer contact.

Thanks........

Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: Project/Billing $$

Hello RDM,

Welcome to the ACT! Online Community. I'm not sure how our users do this since ACT! is not a time and billing software, but one suggestion is to use the Probability percentage to indicate what portion of the total invoice has been billed or collected. This amount would be indicated by the weighted total of the opportunity.

Greig Hollister

Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.