ERP Agency Software Revenue Planning

Plan Revenue

Invoicing Based on Effort | Invoicing Fixed Price/Flat Rate

Invoicing Based on Effort

Planned Hours

For projects where invoicing based on effort is chosen, the planned revenue is calculated using the hours scheduled in capacity planning. The monthly amounts are displayed under "Invoicing" in the project (1) – and are similarly reflected in the financial report.

The details link directly to the planning (2), allowing for quick adjustments if necessary.
If the project is budgeted, it will show whether too little or too much has been planned (3).

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Hourly Quotas (Monthly Budget)

MOCO automatically calculates the planned revenue for the financial report using the monthly budget. 
  • For past months, MOCO only shows the effectively billable hours
  • For the current month, the effectively billable hours + remaining budget
  • For future months, MOCO uses the monthly budget

Invoicing Fixed Price/Flat Rate

Planned Invoicing

For projects with the invoicing type "Fixed Price/Flat Rate," you actively plan the invoicing after project creation (under "Invoicing" in the project). To ensure no project is overlooked, MOCO uses the Smart Filter to highlight projects without planned invoicing.

Abrechnung planen für Projekte in MOCO(English image not yet available)



Retainer

With a chosen monthly budget (Retainer), MOCO automatically generates the planned invoicing. You can adjust the due date and other details as needed.

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