The Billing tab of a project sheet allows you to manage orders and invoices for each project. It displays a valuable synthesis of commercial data (signed/projected) and administrative data (orders and invoices).
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Explanation of the Financial Summary
Explanation of the Turnover (ET) column:
Signed = Qualified turnover in the "Deliveries" tab of the Project
Ordered = Sum of qualified ordered turnover on the various project orders
Delta = Signed turnover - Ordered turnover => Useful for identifying discrepancies between commercial and administrative data!
Production = Turnover production from Resources + Turnover production from Purchases and Details
Turnover (ET) production from Resources = (Daily project rate (ET) for resources x number of days logged by resources on the project) + rebilled expenses from the intranet to the client
Turnover (ET) production from Purchases & Details = Purchases rebilled to the client + additional turnover (when the checkbox is checked)
Charged = Sum of invoices issued on the various project orders
Paid = Sum of invoices from the various orders marked as "Paid"
Explanation of the Cost (ET) column:
Signed = Costs calculated in the "Deliveries" tab of the Project
Ordered, Production, Charged = Cost of time logged by resources + Cost of expenses reported in expense notes linked to the project + Cost of additional investments (when the checkbox is checked) + Cost of purchases linked to the project + Cost of project advantages
Cost of time logged by resources:
If the resource is internal (employee) => Time logged x ADC Contract (Average Daily Cost Contract)
If the resource is external (a freelance/subcontractor or a resource employed by another agency than the project owner) =>
Time logged x ADC Delivery (Average Daily Cost Delivery)
Explanation of the Margin (ET) column:
Margin (ET) = Turnover (ET) - Cost (ET)
Explanation of the Profitability column:
Profitability = Margin (ET) / Turnover (ET) x 100
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Explanation of the Invoice Summary
This table displays a summary of the state of the various invoices linked to the project orders.
For each invoice created, you can associate a state (proforma, creation, reminder1, paid, etc.).
These states are configurable by your company Administrator.
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Explanation of Orders
Date = order date
Order = the reference you assigned to the order + the BoondManager database reference
Customer Agreement = the cross indicates you have not received all elements / the green validation means you have received all elements
Start and End = start and end date of the order
State = State of the order (in progress / archived).
Ordered Turnover (ET) = amount entered on the order in the "Order Turnover" field
Charged Turnover (ET) = sum of all invoices generated on the order (all states included)
Delta = Difference between "Ordered Turnover" and "Charged Turnover"