Milestones

Milestones help you break projects into manageable chunks with clear deliverables and payment triggers.

Why use milestones

• Track progress — See exactly where each project stands
• Trigger payments — Release escrow funds on approval
• Set expectations — Clear deliverables and deadlines
• Build trust — Clients know what they're paying for

Creating milestones

1. Open a project
2. Click Add Milestone
3. Enter the milestone details
4. Set the amount and due date
5. Save the milestone

Milestone details

• Title — Clear description of the deliverable
• Amount — Payment for this milestone
• Due Date — When the deliverable is expected
• Description — Detailed scope of work

Business Tip: Keep milestones small and frequent. This maintains momentum and improves cash flow.

Approval flow

1. You mark a milestone as complete
2. The client reviews the deliverable
3. The client approves or requests changes
4. On approval, funds release from escrow
5. An invoice is generated automatically

Business Tip: Always get milestone approval in writing. The client portal makes this seamless.