Overview

Project billing periods create a monthly close boundary for billing operations. Closing a month freezes covered time entries, project expenses, payment-schedule rows, and resourcing cells so late edits cannot silently change billing inputs.

Open Billing > Periods. Access requires project_billing_periods:manage.

Close a month

1. Choose the period month.
2. Add an optional close note, such as the completed invoice run.
3. Select Close period and confirm the freeze.

Closing is workspace-wide for that month. Check pending expenses, unfinished time, resourcing corrections, and payment schedules before confirming.

Reopen corrections

Use Reopen when a closed month requires a correction. A reason is required and recorded in the audit trail. Make only the necessary changes, then choose Re-close to restore the freeze.

The period history shows closed, reopened, and re-closed state so billing operators can see whether a previously finalized month is currently mutable.

What closing does not do

Closing a billing period does not create or send invoices, approve pending expenses, finalize running timers, or synchronize accounting data. It protects the project-planning inputs used by later recurring-contract and time-and-material billing workflows.

If an edit is rejected for a past date, check whether its month is closed before changing the record or retrying the action.

Overview

Project billing periods create a monthly close boundary for billing operations. Closing a month freezes covered time entries, project expenses, payment-schedule rows, and resourcing cells so late edits cannot silently change billing inputs.

Open Billing > Periods. Access requires project_billing_periods:manage.

Close a month

1. Choose the period month.
2. Add an optional close note, such as the completed invoice run.
3. Select Close period and confirm the freeze.

Closing is workspace-wide for that month. Check pending expenses, unfinished time, resourcing corrections, and payment schedules before confirming.

Reopen corrections

Use Reopen when a closed month requires a correction. A reason is required and recorded in the audit trail. Make only the necessary changes, then choose Re-close to restore the freeze.

The period history shows closed, reopened, and re-closed state so billing operators can see whether a previously finalized month is currently mutable.

What closing does not do

Closing a billing period does not create or send invoices, approve pending expenses, finalize running timers, or synchronize accounting data. It protects the project-planning inputs used by later recurring-contract and time-and-material billing workflows.

If an edit is rejected for a past date, check whether its month is closed before changing the record or retrying the action.