Help Center
DocsMilestone & Progress Billing
Bill one quote across several invoices, drawing down the remaining amount as work completes
Large engagements are rarely billed in one go. Milestone (or progress) billing lets you invoice the same accepted quote in stages — 30% on kickoff, 40% at the halfway point, the balance on delivery. Each invoice draws down the line's remaining to bill, so you can never over-bill the order: the figures always reconcile back to what the customer agreed to.
Every billable line carries a remaining to bill figure — the part of that line not yet invoiced. When you raise a milestone invoice you draw an amount against the remaining balance; the line's remaining figure goes down by exactly that much. Once every line is fully drawn, the order is fully billed and there is nothing left to invoice.