How do quotes and billing budgets work?

Quotes can be created and then converted into billing budgets or directly into invoices. They can also be transformed into billing budgets to generate invoices later, billing a given amount in a given month, or possibly following a progress-billing logic.

Billing budgets are monthly forecasts of the amounts to be invoiced. They can also be used for automatic fixed-fee invoice generation if the "To invoice" box is checked; in that case they form a billing plan. The automatic billing system can also add the rebilling of actual exceptional time and expenses to invoices generated from billing budgets. When the "To invoice" box is not checked, this makes it possible to budget billing that will be done manually or based on actual work, so that revenue forecasts are not limited to fixed-fee billing.

A purchase order management feature can be activated on request, complementing the quote logic for a complete sales cycle management.