Bill subscriptions and renew a billing schedule

Objective. Turn a recurring engagement into a reliable billing schedule, prepare each expected invoice and renew the plan without creating duplicate budget lines or invoices.

Estimated duration1 h 15

What you will learn

  • Create monthly, quarterly, annual or custom billing schedules.
  • Understand the transition from a billing budget to a draft and then an issued invoice.
  • Renew recurring budgets while controlling dates, amounts and duplicates.

Recommended workflow

  1. Confirm the client, matter, issuing company, contract period, total amount and billing frequency.
  2. Create the schedule with stable sales codes, descriptions, dates, amounts and VAT treatment.
  3. Review the number of instalments, first and last dates and total value before invoice preparation.
  4. Issue due invoices, confirm that billed instalments are no longer proposed and document the renewal of the next period.

Checks before continuing

  • The number of instalments multiplied by the instalment amount matches the contractual total.
  • Renewal does not overlap an existing schedule or an already issued invoice.
  • Payment terms and customer billing conditions are checked before the first invoice.

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