Under Project > [Project Name] > Billing Settings you configure the project-specific settings of the Revenue & Costs module: project-specific price tables, price groups, and receipt settings.

Price Tables for Projects

If neither the customer price tables nor the basic price tables should apply to a project, create a project-specific price table here.

If new prices are agreed during the project, create a new table via Add new project price table with the applicable validity start date and a note.

Note: Once a Project Price Table, Always a Project Price Table

If a project has no own price table, the customer price tables apply. If there is no customer price table either, the basic price table applies.

Note: The rule applies: “Once a project price table, always a project price table.”

This means: once you create a project price table, ZEP expects a complete project price table for the entire project duration. Mixing sources (e.g., “basic price table until May, project price table from June onwards”) is not possible.

Contents of the Project Price Table

Each price table consists of four parts:

Daily rates by price group: For projects billed at cost by daily rate, rates are charged according to the price group of the project-employee assignment.
Base hourly rates by price group: Applied to all activities without a specific hourly rate.
Special hourly rates by activity and price group: Activity-specific rates.
Price factors: Time-based multipliers, e.g., for night shifts or weekend work.

Price Factors

Price factors are time-based multipliers that can be linked to a price table. To define a special rate for, e.g., night or weekend work, open the relevant price table and click Add price factors. Activity-specific price factors can also be added.

Project Price Groups

If you want to use all price groups from master data for this project, no further action is required. ZEP informs you in the blue info box which price groups (standard or customer price groups) are available in price tables and for employee assignment.

To restrict the available price groups for this project, click Change project price group assignment, activate the desired price groups by checking them, and click Assign.

Note: When assigning additional employees to the project, only the project price groups will be available for selection.

Receipt Settings

Specify whether receipts may be entered for this project. You can also configure whether receipts may be booked directly to the project (without task assignment).

Billing Receipts

When Receipt entry possible: Yes is selected, you can define how the billable amount is handled during receipt entry:

Enter billable amount during entry: The employee separately enters the internal and the billable amount for each receipt.
Pass through amount identically: Only one amount is entered, which applies both internally and externally. Only administrators can change the billable amount afterwards.
Do not bill: Only one amount is entered and allocated internally only. Only administrators can add a billable amount afterwards.

Note: Changes to this setting have no effect on already entered receipts.

Receipt Types with Special Treatment

In addition to the general receipt settings, you can individually define how billing and invoicing should be handled for specific receipt types. Changes can also be applied via bulk action.