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Monthly Billing

Monthly Billing applies to jobs with BOQs that repeat each month with consistent quantities across the execution period. This method is ideal for facilities management (FM) contracts, recurring maintenance agreements, and service-based contracts where the same scope of work is performed every month.

Setup Process

Step 1: Configure Job as Monthly

  1. Access the Job Dashboard for the relevant job
  2. Click Edit Job
  3. Check the "Monthly" checkbox to enable monthly billing
  4. Provide the start date and end date for the billing period
  5. Save the job configuration

Step 2: Review BOQ Display

Once monthly billing is enabled, the BOQ screen displays the job start and end dates. All quantities and prices shown in the BOQ are understood to be per month values.

Per-Month Values

When a job is configured for monthly billing, all BOQ quantities and prices represent per-month figures. The system automatically multiplies these values across the billing period when generating measurements.

Step 3: Scope Date Adjustment (Optional)

If the job has multiple scopes, you may need to synchronize their start and end dates with the job's monthly timeline. Navigate to the Scopes screen to adjust individual scope dates as needed.

Step 4: Automated Monthly Measurement

  1. Navigate to the BOQ Measurements screen
  2. Initiate the automated measurement creation
  3. The system generates measurements for all eligible BOQs covering the entire billing period
  4. Review the generated measurements for accuracy
  5. Submit for approval
Eligibility Requirements

Automated monthly measurements are created only for BOQs that meet both conditions: they must be in the CONTRACTED state, and they must not be Stage BOQs. BOQs that do not meet these criteria will be skipped during automated measurement generation.

Monthly Billing Workflow

Step Action Details
1 Configure Job Enable Monthly checkbox, set start/end dates
2 Set up BOQ Define per-month quantities and rates
3 Link to Contract Ensure Job is linked and BOQ is CONTRACTED
4 Generate Measurements Use automated monthly measurement creation
5 Approve Measurements Review and approve each monthly measurement
6 Generate RA Bill Compile approved measurements into monthly bills
7 Certify Client certifies the monthly invoice

Best Practices

  • Set realistic start and end dates that match the actual contract period
  • Review automated measurements each month before approval to catch any discrepancies
  • For contracts with variable monthly quantities, consider using standard RA Bills instead
  • Ensure all scopes have synchronized dates if the job contains multiple scopes