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Billing Stages

Arkata bills in stages. You split the project fee into chunks and invoice each chunk as you finish that part of the work — the way most firms bill, at milestones rather than all at once.

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What is a billing stage?

A billing stage is a chunk of work that will eventually become an invoice. For example:

• “Pre-submittal” — covering site survey and drafting
• “Planning submission” — covering the PA application
• “Post-approval” — covering setting out and BCA

Each stage contains line items that describe the individual charges.

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Stage statuses

Each billing stage progresses through:

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Creating a billing stage

1. Open a project
2. Go to the Billing tab
3. Click Add Stage
4. Give it a name and add line items
5. The stage starts as “Not Ready”

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Adding line items

Each line item has:

• Description: What the charge is for
• Quantity: How many units
• Unit price: Price per unit
• Total: Calculated automatically

You can use your firm’s service catalogue to quickly add common line items (see Firm Settings).

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Moving a stage to “Ready to Invoice”

When all work in a stage is complete, mark it as ready. This signals that an invoice can be generated from it.