Proposal only
The default. Use the billing report to model cost versus client price for the proposal without committing to a billing posture. Nothing is invoiced through this mode.
Consultant billing help
Set your billing posture, margin, and pass-through assumptions.
Use this guide to choose how a workspace is billed and to read the cost-versus-price report that feeds the client proposal.
Billing modesChoose one per workspace
Consultant margins
Apply a default margin so the client price is the marked-up total. Gross margin is tracked per order, and the marked-up total is what appears as Total investment on the client proposal.
Client direct
The client is billed at cost or pays vendors directly, with no consultant markup applied. Use this when you are not taking a margin on the program spend.
Reading the billing reportCost, price, and margin per order
Internal cost vs client price
For each order the report separates what the work costs you from what the client pays, and shows the gross margin and margin percentage between them.
Software, service, and outside costs
Costs are kept in distinct buckets — platform software, your service, and outside vendor spend — so the makeup of a quote is clear.
Pass-through assumptions
Budget lines that are candidates for vendor pass-through are flagged. The report counts how many have a documented assumption and how many still have a gap to fill.
Margin privacyWhat reaches the client
What the client sees
Only the marked-up client price reaches the client, as the Total investment line on the proposal and its PDF.
What stays internal
Internal cost, gross margin, and margin percentage live in the billing report only. They are never written into a shared proposal link or the exported PDF.