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.
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.
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Ready to simplify your billing?
KinetiqBilling handles quotes, invoices, receivables, payments, recurring billing, and related workflows, and is currently available by request rather than open signup.