Bill a lump-sum stage

Billing → Lump-sum billing

ML billing uses the agreement and circuit progress, not a total of timesheet hours.

1. Open the circuit

Use an existing practice circuit. Read Where this circuit stands, What is unresolved and Staged drafts.

Check the agreement, funding reference and rules for each stage. Check which stages have already been billed.

2. Review progress

Check the progress and the proof behind it. The stage may need completion, rework or forester sign-off records.

A tracker percentage alone does not give you the right to bill that share of the agreement. Record only progress you can support.

3. Prepare the stage draft

Under Staged drafts, choose Reserve a draft for… when an amount is available. Check the amount and progress used. This step does not assign an invoice number.

Choose the date basis first. Then enter the invoice date, description and its source detail. Choose Save invoice preparation, then Submit for review. When offered, choose Reserve invoice number; this needs the circuit’s PO recorded first.

Choose Open it in the ledger. Follow the review and document steps.

Tracker imports and delivery

Where tracker import is offered, use the requested file and read the checks. Importing a tracker does not approve the billing agreement. Avoid importing a second copy for practice.

Delivery needs a reviewed route for the agreement version named in the package. If no route is set, ask Ben or Bill. Other preparation steps may still be possible.