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Planview Customer Success Center

Billing and Revenue Recognition

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Billing and Revenue Recognition

The Billing and Revenue Recognition capability’s enablers include Billing and Invoicing and Revenue Recognition. Each capability within the Planview Capability Framework has a distinct set of features and functionality, business processes, best practices, and analytics and reports that deliver value to customers in the form of specific business outcomes.

Enablers and Business Outcomes

Billing and Invoicing

Deliver billing items such as time and milestones to ERP for invoicing or deliver customer invoices directly from the Planview PSA solution. Resulting business outcomes include:

  • We can have flexibility on invoicing our clients.
  • We can ensure our invoicing will support our different business models.

Revenue Recognition

Get real-time visibility into revenue and deliver the results to your ERP system. Have Planview PSA perform the revenue recognition process or simply deliver the inputs to your ERP system for processing. Resulting business outcomes include:

  • We can have flexibility on revenue recognition for our services revenue.
  • We can have real-time visibility into revenue results.