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How to Create Fixed Schedule Deadlines on a Time & Materials Project

Written by Charlie Troccaz

You must create an order of type "Schedule" (and not "Monthly") in order to define the deadlines agreed with the client AND no longer invoice the monthly consumption observed on the project.
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From the project order card:

Time & Materials Order Schedule.png

To create the deadlines, click on "+ Create a schedule". You can then define several criteria according to your needs:

  • Frequency
    ​Monthly, quarterly, semi-annual, annual or custom

  • Calculation method for the amount of deadlines to apply
    ​You can choose to apply an amount or a % of the ordered turnover, or manually enter the amount for each deadline

  • Deadline date
    ​For a regular frequency (not custom), you can choose when in the period the deadline should be set (e.g.: last day of the month for a monthly period)

  • Number of deadlines
    ​For a custom frequency, you can choose the number of planned deadlines

  • Description of deadlines
    ​ You can manually enter this description, or use the available dynamic variables

schedules.gif

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Important

You can configure a default configuration for your schedules in Administration, and thus define the frequency, amount, description templates by default that you wish to use.

Administration > Global Settings > Billing tab > Schedule settings


To manage the billing for these deadlines, I invite you to consult these online guides:
​Schedule billing


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