A project's billing period is the date range in which costs are billed for ongoing work, and at the end of the period, an application for payment is made for those costs.

The project billing periods are also referred to as: draw dates, payment application period, billing cycle, billing window, progress billing period, and more...

All of the billing periods for a given project can be managed from the project settings. The project settings are accessible from the ⚙️ Settings icon on the project page, or invoice view where the project name is referenced. You can also view a projects settings by going to ⚙️ Settings > Projects > 📝 Edit.

Once you've accessed the project settings, you can ➕ Add or 📝 Edit the current billing periods.

Once in the project settings, find the section labeled Add Billing Period.

Here you can select a 📅 Start Date and 📅 End Date, the click the ➕ Add button to commit the new billing period.

From the project settings, find the section labeled Current Billing Periods. Here, all available billing periods for a given project will be listed. To 🗑️ Delete, 📝 Edit, or ✅ Open / ✖️ Close a billing period use the 🔽 Dropdown to the right of the relevant billing period. From here you have the option to 📝 Edit or 🗑️ Delete.

When 📝 Editing a billing period, use the fields to make your desired changes. Use the ✅ Confirm or ✖️ Cancel buttons to finalize any adjustments.

Billing periods can be deleted using 🔽 Actions dropdown and selecting 🗑️ Delete. However, any billing period with assigned invoices, change orders, or contracts will not be able to be deleted until those documents are reassigned to another billing period.

An easy way to reassign the billing period for multiple invoices is through the Accounts Payable center. Select the relevant invoices 🔽 Options > Edit Selected > Billing Period. Once reassigned, you can return to deleting the billing period from the project settings.

When reviewing an invoice through the inBox, the billing period can be assigned by using the 🔽 Assign a Billing Period dropdown that is found just below the approvers section. If the desired billing period is not found, a new one can be made by selecting the Create New option.

Through the Accounts Payable center, the billing period can be updated for a single document, or in bulk if a number of adjustments need to be made at once.

After finding and opening the relevant invoice, navigate to the Assign tab to view the currently assigned billing period. Click 📝 Edit and make a selection in the 🔽 Assign Billing Period dropdown. Once finished, click 💾 Save to confirm your changes.

Find an ☑️ Select all of the invoices you wish to update. Click the 🔽 Options dropdown and 📝 Edit Selected. This will open a popup window (below) that contains selectors for 🔽 Billing Period and 🔽 Status. To update the Billing Period, select an existing entry or create a new one, then 💾 Save.

Assignment of a billing period is not mandatory. For example, if receiving an invoice early, while the previous billing is still open, you can leave the document in an Not Billed state to prevent contamination of currently billed amounts.

These invoices can be retrieved through the Accounts Payable center using the 🔽 Add Filter dropdown > 🔽 Billing Period. From the newly added 🔽 Billing Period filter, you can select the ☑️ Not Billed option to view any invoices in that state.