Summary

Cone offers versatile billing options tailored to meet various business needs

The platform supports different billing structures, ensuring seamless financial management

One-time charges: Ideal for projects with a single payment requirement

Recurring billing: Suitable for ongoing services or subscriptions

Milestone-based billing: Perfect for projects divided into specific stages or deliverables

Upon acceptance: Bill immediately after the proposal is accepted

Contract start date: Initiate billing at the beginning of the contract term

Contract end date: Charge at the conclusion of the contract period

Custom dates: Set specific dates for billing that align with your business needs

References to Contract Dates: Use key contract milestones as billing points

Define how frequently recurring charges will occur (e.g., monthly, quarterly)

Specify the start and end dates of the recurring period

Determine the number of times the charge will recur

Enable auto-invoicing to streamline your billing process

Invoices are automatically generated on the specified billing date

Benefits include time savings, reduced errors, and consistent cash flow management

Access un-billed items within the client workspace under the billing section

Group related un-billed items together for efficient management

Create new invoices manually by selecting these items

Once invoiced, items are removed from the un-billed list

Gain a holistic view of all un-billed items across clients through a centralized platform

Efficiently track and manage pending invoices

Ensure transparency and control over your financial operations