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Question

Fixed price open billing invoices

  • September 5, 2024
  • 2 replies
  • 149 views

SoboYiW
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We use fixed price open billing invoice for design build opportunities. But the invoicing visibility and details listed are poor, and is causing confusion for clients.

 

Schedule of value currently can only mirror to service name and does not include items information.

Would  you please share your best practice to handle fixed price open billing invoices?

 

Thank you!

2 replies

Amy_Groves
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  • Participating Frequently
  • September 6, 2024

SoboYiW
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  • Author
  • Brainy
  • September 10, 2024

@Amy_Groves 

Amy, thank you for sharing this recording. The SOV grouping option “service type” & “estimate header” is great.

The struggling that we have is to keep all the managers up on SOV, so it is ready for bill.

I believe we can achieve by training. We also hope that Aspire can mirror the estimate items into SOV.

 

So we can provide more details to the client.