Client Plans drive Client Billing Periods, Invoicing, and are required if you plan on monitoring your work status on a Workspace.
Client Plans are defined by editing a Client Workspace and selecting the Client BIlling tab.
You have three options to choose from:
- Don't track billing at this time
If you aren't ready to kick off the client's first Billing Period, or if you are handling this client differently, this option will not create any Billing Periods and, without a Plan to work towards, the Workspace Snapshot on the dashboard will not contain any information. - Against a block of hours
This client is on a retainer where they pre-purchase a set block of hours from you on a recurring basis.
You'll need to decide their start date, how many hours are included, the plan's cost, and the recurring schedule.
The different renewal options for retainers are as follows:- At any weekly interval on a certain day of the week. (e.g. Every 3 weeks on Monday)
- At any monthly interval on a certain day of the month (e.g. Every month on the 1st)
- Whenever their balance reaches zero: As soon as time is logged that puts the balance of this plan at zero or less, a new period will be created and a new charge will be applied to the account.
- Pay as they go (hourly)
This client pays by the hour. You'll have the opportunity to set the default rate. If you setup Time Categories for this Workspace, you can apply a different rate when you save new time entries.
You'll need to decide their start date, the default rate, and the recurring schedule.
Hourly clients have 2 different renewal options:
- At any weekly interval on a certain day of the week. (e.g. Every 3 weeks on Monday)
- At any monthly interval on a certain day of the month (e.g. Every month on the 1st)
