On-demand services let you bill clients only when there is work to charge for. They work well for hourly services, unit-based work, or extra requests that come up outside a fixed scope. Instead of billing on a set schedule, you decide when to create each invoice.
How to create an on-demand service
Go to Add service in a proposal or agreement
Click Create new service
Under Billing occurrence, select On demand
Select a pricing model: Hourly, or Unit-based
(Optional) Enable Set preapproved amount:
Enter the amount
Select a period
Save the service
How to bill an on-demand service
On-demand services are always billed manually.
To bill from the Billing Hub, go to Billing Hub and click Bill client. You can also bill from Billing Control. Go to Billing Control, click Bill client, select the service, enter the quantity, set the billing date, and send the invoice.
How approvals work
Approval rules depend on how the service is set up. If no preapproved amount is configured, every on-demand charge needs client approval. If a preapproved amount is set, approval is only required once billing goes over that limit. A No time limit setting applies across the full lifetime of the service, rather than resetting on a schedule.
Billing before the agreement effective date always requires approval. These charges also do not count toward the preapproved usage amount.
💡 Tip: If you bill the same client frequently for smaller amounts, setting a preapproved amount can reduce back-and-forth and help you get paid faster.
Frequently asked questions
Does on-demand billing run automatically?
Does on-demand billing run automatically?
No. You must bill the service manually.
When is approval required?
When is approval required?
If no preapproved amount is set, approval is required for every charge. If a preapproved amount is configured, approval is only required when billing exceeds that limit.
Does billing before the agreement effective date count toward the limit?
Does billing before the agreement effective date count toward the limit?
No. It requires approval but is not counted toward preapproved usage.
How are preapproved periods calculated?
How are preapproved periods calculated?
Weekly, monthly, and similar options follow calendar periods. Bi-weekly periods are based on the week of the agreement effective date. If you choose No time limit, usage is tracked across the entire duration of the service.
Can I change the preapproved period later?
Can I change the preapproved period later?
No. You can update the preapproved amount, but not the period itself.
What happens if I bill multiple times in the same period?
What happens if I bill multiple times in the same period?
All charges in that period are added together and checked against the preapproved limit.