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Guaranteed Maximum Price Option

Set a maximum price for Time and Materials services. Define a fixed cap in the budget editor, ensuring client invoices stay within limits.

For Time and Materials billing type services, you can define a fixed cap that limits the maximum amount billed to the client, regardless of how many hours or expenses are logged.

Setting a Maximum Charge

  1. In the Budget editor, set the service billing type to Time & Materials, and define its price and quantity.
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  2. Open the fields menu and select Show fixed cap.
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  3. A padlock icon will appear beside the Time & Materials service line items.
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  4. Click the padlock to activate it (it turns violet). This ensures the client cannot be charged more than the defined total.
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  5. Save changes to confirm the setup.
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Once saved, the Fixed Cap Enabled field (Yes/No) will be available, letting you easily check whether a cap has been applied.

📌 Note: the fixed cap can only be enabled for Time and Materials services.

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