At Nutcache, we understand that projects often have long durations, yet the need for regular cash inflows remains. To address this, we offer the Progressive Invoicing feature, which allows you to invoice a project incrementally based on its progress.

This feature seamlessly integrates with our Task List-specific billing method, allowing project managers to divide their projects into distinct phases (task lists), each with its unique billing approach. Invoices are generated for billable items according to the Task List they are associated with. For fixed-fee project phases, invoicing can be done either partially, by specifying an amount or percentage, or in full. To maintain invoicing consistency, the feature also displays previously billed amounts for new clients who started to bill a project outside of Nutcache before adopting Nutcache as their productivity tool.

Furthermore, progressive invoicing enhances invoice customization by providing options to group items by either task list or billing method to accommodate user preferences.

Members with the status of administrator or higher can create and manage invoices, and managers can do the same when assigned.

1) Start by creating a billable project and selecting the progressive billing mode. This can be done via the "+ Global" option in the top right corner or through the Project module.

NOTE: Once set to progressive, the invoicing mode cannot be reverted to a regular mode.

2) Organize your project by creating task lists and assigning a billing method to each one.

Keep in mind that your clients will see the names of these task lists, so choose them wisely.

💡TIP: Before you create any invoice related to this project, you can enter previously billed amounts (from the Billing methods pop-up (1), which is accessible from the Edit project pop-up, and also from the New/Edit task list pop-up (2), accessible from the task list itself) for new clients who started to bill a project outside of Nutcache before adopting Nutcache as their productivity tool. Very handy if a project has already started but you want to continue to manage it with Nutcache.

3) As your project progresses, log time entries and expenses, linking them to their respective task lists.

4) When it's time to invoice, you can generate your first progressive invoice via the "+ Global" option, the Invoicing module, or directly from a project or client by selecting the Invoices tab. Parts of the invoice might be pre-filled based on previous inputs.

4.1) Select a date range to allow Nutcache to accurately pre-fill your invoice;

4.2) Customize your invoice by grouping items according to task list or billing method, as per your preference;

4.3) Adjust billing amounts and decide how much of each fixed-fee phase to invoice, aligning closely with project progress. Invoice either an amount or a percentage of the project fixed-fee;

5) After finalizing your invoice, send it to your client for payment. To learn more about creating invoices in Nutcache, click here.

NOTE: when using the progressive invoicing feature, invoices that are not a draft anymore can’t be edited.

All good! By following these steps, you can maintain a continuous billing process for your project, adding time entries and expenses and creating new invoices as needed, while benefiting from the visibility of previously billed items.

NOTE: When creating a new invoice, Nutcache helps you by automatically calculating the amount previously billed for each item. It does this by looking at your past invoices that are finalized (not in draft or voided status) and making sure their date range ends on or before the end date of the new invoice you're working on. This way, you always have up-to-date billing information for each item you're invoicing.

⚠️ Important Considerations: