The Client billing schedule in Cone makes managing client billing simple and efficient. This feature centralizes all billable items—whether they need to be billed, are scheduled for billing, or are pending payment—giving you a complete view of your client’s billing status
Accessing client billing schedule
You can find the billing schedule by navigating to the Billing tab within the client workspace, under the Schedule section
Key features
Organized by date
All billable items are neatly grouped by date. This gives you a clear, holistic view of what needs to be billed across proposals, recurring invoices, and projects for each client
Date-based drill down
To see what is due on a specific date, simply click on that date. You’ll instantly see all items scheduled for billing or still awaiting payment for that day. The total amount for each date grouping is displayed, making it easy to track upcoming billings
If a proposal is associated with a date grouping, you can click on it to view the proposal’s details.
Item categorization
Billable items are categorized into three types:
Scheduled: Items that will be billed automatically on a set date. No manual action is required.
Billed: Items that have already been billed and are included in an invoice.
Unbilled: Items that are not set for automatic invoicing and must be manually invoiced
Invoice management
To view the invoice for a billed item, click the icon next to the line item. This opens the associated invoice for easy reference
You can create a new invoice directly from the schedule by selecting unbilled or scheduled items. Once invoiced, these items are marked as billed and linked to the invoice
Unified billing across proposals, recurring Invoices, and projects
Client billing schedule brings together all billable items from proposals, recurring invoices, and projects in one place for each client
Viewing schedules at different levels
Proposal Level: To view the billing schedule for a specific proposal, go to the proposal details page, then open the Billing tab and select
Schedule
Recurring Invoice Level: To view the billing schedule for a recurring invoice, click on the recurring invoice rule. Here, you’ll find the schedule associated with that rule
