Milestone Invoicing
Bill in phases, without losing track of any of them
Multi-phase jobs shouldn't be billed on a single invoice that sits open for months. Define milestones on the quote — deposit, rough-in, final walkthrough — and once accepted, each one becomes its own invoice, sent and tracked on its own schedule.
Milestones defined up front
Set the billing structure on the quote, before the job even starts.
Independent invoices, independent tracking
Each milestone invoice has its own sent/viewed/paid status and payment link.
Matches how the work happens
Billing follows project phases instead of forcing one invoice for the whole job.
How it works
Define milestones on the quote
Deposit, progress payments, final balance.
Quote is accepted
The milestone structure carries over automatically.
Invoice each milestone
Send them as the job reaches each phase.
Track independently
Each milestone invoice has its own status and payment link.
Choose milestone invoicing and turn an accepted quote into separate invoices per milestone.
Patio Lighting Installation
acceptedBlue Ridge Pool & Patio · Q-2031
Quote Summary
Issued
Jun 15, 2026
Expires
Jul 15, 2026
Total
$4,020.00
Acceptance
Accepted By
Marcus Webb
Accepted On
Jun 20, 2026
Line Items
| Description | Qty | Amount |
|---|---|---|
| Low-voltage landscape lighting fixtures (12) | 12 | $1,140.00 |
| Transformer & smart lighting controller | 1 | $480.00 |
| Trenching & wire installation (200 ft) | 200 | $1,800.00 |
| Fixture aiming, testing & walkthrough | 1 | $600.00 |
Milestone Invoices
Separate invoices are generated for each milestone.
| Milestone / Label | Basis | Amount | Action |
|---|---|---|---|
| Deposit | 30% | $1,206.00 | View Invoice (INV-1003) |
| Rough-in / Fixture Installation | Fixed | $1,800.00 | View Invoice (INV-1005) |
| Final Walkthrough & Balance | Fixed | $1,014.00 | Generate Invoice |
Frequently asked questions
What's the difference between milestone invoicing and one flexible invoice?+
A single flexible invoice lets a customer pay the current amount due or the full balance from one invoice and link. Milestone invoicing instead creates separate invoices — deposit, progress payments, final balance — each sent and tracked independently.
Can I set milestones before a quote is even accepted?+
Yes — you define the deposit and milestone structure on the quote itself, so as soon as it's accepted the payment schedule is already in place and ready to invoice.
Related
Related feature
Send quotes customers can approve in one click
Build professional quotes with expiration dates and secure approval links, then convert accepted quotes straight into invoices.
Related feature
One invoice, flexible payments
Send a single invoice with a deposit, progress amount, and final balance — and let customers pay what's due now or the full balance.
Related solution
Billing built for multi-phase contracting work
Quotes, deposits, progress payments, and final balances that match how contracting jobs actually get billed.
Related solution
Billing for installs, maintenance, and everything between
Quote landscape installs with milestone billing, and invoice recurring maintenance work from the same customer record.
Ready to simplify your billing?
Start free — no credit card required. Upgrade when you need the full accounts receivable workflow.