How to Link Milestones to Invoices
Linking milestones to invoice line items lets you track which project deliverables have been billed and paid for.
When Creating or Editing an Invoice
On the invoice form, each line item has an optional "Milestone" dropdown. Select the milestone this line item relates to. The dropdown shows milestones from the selected project.
What Linking Does
- The milestone's detail page shows which invoice it's linked to.
- Payment distribution can allocate payments to specific milestones.
- Reports can show revenue by milestone.
- The client can see milestone-invoice connections in the portal.
Prerequisites
- The invoice must be linked to a project (or a client with projects).
- The project must have milestones already created.
💡 Tip:
Create milestones before creating the invoice so they're available in the dropdown. See How to Create a Milestone.