Capping billing in Polaris
In Polaris, you can set a cap on the amount that can be invoiced for a project.
To enable a cap, go to the Financials card, and enable the Limit issued bills to Total Contract Value field.
Then, if billing managers attempt to send invoices that exceed the total contract value you’ve set for that project, they’ll encounter an error message.
A message that shows the total contract value limit will also display on the Bill Plan card for the project.
Setting up a cap does not prevent you from creating bills for project work, and it doesn’t block work on that project from being completed and recorded. It simply blocks invoicing until you can update the total contract value.
