Run and Create Pending Billings for All Projects in SuiteProjects Pro

Some companies prefer manual control over when billings are created — often for accuracy, timing, or revenue recognition reasons. When managing a large number of projects, this becomes time-consuming—especially if you need to navigate to each project individually and can delay invoicing cycles.

In SuiteProjects Pro, this can be done much more efficiently by running the Advanced Pending Billings Report, which allows you to review and generate billings for multiple projects at once—all from a single screen.

 1  Navigate to the Pending Billings Report

Reports > Advanced > Projects > Pending Billings

2  Select the Billing Period
Choose the appropriate time period you wish to generate pending billings for.

 3  Set Filters and Customize

• • Apply any necessary filters (e.g., customer, project manager, Project stage).
  • Optional: Enable the option to hide projects with no pending billings.

 4  Run the Report

Click Run to generate the report. A list of projects with pending billing amounts will be displayed.

 5. Generate Billings

• • Click the Tips button (bulb icon at the top-right).
    

• • This triggers the creation of project billing transactions and charges for all the listed pending items.

 6. Confirmation

A confirmation message will appear, indicating the billing process completed successfully.