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 eligible milestones from the selected project.
Which Milestones Are Available
- Unpaid milestones can be linked up to their full amount.
- Partially paid milestones can be linked only for the amount that remains unpaid.
- Fully paid milestones do not appear as options for a new invoice because their full value has already been settled.
For example, if a milestone is worth 1,000 and 600 has already been paid, a new invoice can include no more than the remaining 400 for that milestone.
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:
If a milestone is missing from the dropdown, check that the correct project is selected and review whether the milestone has already been fully paid.