Billing profiles
Billing → Billing Profiles decides how often a party is invoiced and how long they have to pay. Rate cards handle price; profiles handle rhythm.
Who a profile covers
Profiles attach to one of two kinds of party, shown as a badge in the list:
| Party | Used for |
|---|---|
| Contractor | An upstream party who gives you work |
| Sender | Configured by sender account type |
Filter the list by Entity Type and Billing Type.
Creating one
Click New Profile, pick the party and billing type, and set the cycle and payment terms.
Sender accounts also carry their own billing cycle and payment terms (see Sender accounts) — profiles are the layer that manages this by type.
Deactivating
Profiles aren't deleted, they're deactivated — confirmed with "Billing profile has been deactivated." Existing billing is unaffected.
Relationship to automatic invoicing
The cycle on a profile is what cycle runs follow. Once profiles are set, the system gathers each period's billing automatically.