Fixed Price Milestone

Finance > Billing Review > Fixed Price Milestones

The Fixed Price Milestone page lists billing entries for fixed price milestones. Milestones are created using fixed price contracts. Review one or more entries, make adjustments if necessary, then post them. Posting moves billing entries to Billing. For a billing entry to display on this page:

• A fixed priced milestone must be added to a fixed priced contract.
• The contract must be active.
• The billing entry must match search filter parameters.

A fixed priced contract is typically linked to a project. Once a fixed price contract is active, you can bill any of its fixed price milestones at any time.

Reviewing Recurring Services

1. Select the Finance > Billing Review > Fixed Priced Milestones page.
2. Optionally change Search filter settings. The default date range is from today's date to 3 months into the future. This can be customized using the Admin > Company Settings > Invoice tab > Billing End Date setting.
3. Click Search. A list of entries displays in the Results tab.

   

4. Optionally adjust billing entries.
   • Amount

   

5. Check any row you want to post.
6. Click Post to post checked rows.