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- will be priced at the individual level
- may have a project discount applied to each report
- may be invoiced at the group level (invoices will have report details on each line)
- Final reports will be linked once completed even if invoiced in advance
- All reports on the project can be invoiced in a single invoice regardless of status
- may be invoiced at the individual project level
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| Type | usage | example |
|---|---|---|
| Generic | used with large clients with varied requirements | A major customer that wants to negotiate a discount across a range of reports |
| Pattern | A set of reports that typically go together and may be invoiced in a single invoice in advance or arrears Can force invoicing at the job level for different pattern types Can force client to be same as project for different pattern types | Construction projects - different stages of construction NCAT projects - legislation required set of reports |
| Group (Same Type) | Large numbers of the same report to be done in many different locations or for many different customers | A major customer with a fixed project A customer that pays for reports for their customers |
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Define the project, provide a name and link to a customer
Link the report to a project
Invoicing projects
If the project is NOT fixed price and invoiced at the project level - all reports are invoiced as normal and project discounts will apply
If the project IS invoiced at the project level the invoice can be created anytime