Project Billing
Track project service line items, rates, quantities, totals, and uninvoiced, invoiced, or paid statuses in Songkeeper.
The Billing tab tracks service work connected to a project. Add service line items as work happens, review totals by status, and update each line item when it moves from uninvoiced to invoiced or paid.
Quick answer
Project billing is internal service tracking. It records service name, rate, quantity, optional description, and status, but it does not create or send invoices.
What Billing Tracks
| Field | Meaning |
|---|---|
| Service | A reusable service preset or a new service created while adding the line item. |
| Rate | The price per unit for the service. |
| Quantity | The number of units to multiply by the rate. |
| Description | Optional context about the work being tracked. |
| Status | Uninvoiced, invoiced, or paid. |
Billing Totals
Songkeeper summarizes the project's service total and breaks it into uninvoiced, invoiced, and paid totals. This helps you see what is still outstanding before you prepare billing outside Songkeeper.
Common Workflow
- Create reusable service presets in Services or create a new service while adding a project line item.
- Add the service to the project with a rate, quantity, and optional description.
- Leave the status as Uninvoiced until you include it in your external invoice.
- Mark the line item Invoiced after billing, then Paid after payment is received.
Project share visibility
Project shares can optionally show financial information. Keep that setting off unless the recipient should be able to see project billing details.