PSA Tutorial 1 of 8

Set up project milestones and bill from completion

This walkthrough helps you structure projects with clear milestone checkpoints, tie task completion to billing, and create accurate invoices without manual calculations.

Uses: Projects, Tasks, Milestones, InvoicingOutcome: One completed milestone invoiced end-to-end
1

Create a project with billing enabled

Why it matters: A project record is the container that links milestones, team members, and invoice data.
  1. Open Projects and create a new project for your client.
  2. Set start and target dates, then assign a project owner.
  3. Enable billing and set your default currency and tax profile.
What you will see: The project is active and ready for milestone planning.
2

Add milestones and target amounts

Why it matters: Milestones define payment checkpoints and keep invoice timing aligned to delivery.
  1. Open the Milestones tab inside the project.
  2. Create each milestone with due date and billing amount.
  3. Set status flow as Planned, In Progress, and Complete.
What you will see: Each milestone now has a clear value and expected completion window.
3

Map tasks to milestones

Why it matters: When tasks are linked correctly, delivery progress and billing progress stay in sync.
  1. Create project tasks for every deliverable item.
  2. Assign each task to the correct milestone.
  3. Set owners and effort estimates for accountability.
What you will see: Tasks now roll up into their related milestone automatically.
4

Track delivery progress

Why it matters: Milestone status should be evidence-based, not guessed, before billing starts.
  1. Update task statuses as work moves through execution.
  2. Review milestone completion percentage from the project dashboard.
  3. Confirm blockers are resolved before closing tasks.
What you will see: Milestone progress reflects real completion from task execution.
5

Mark the milestone complete

Why it matters: Completion is the billing trigger and should happen only after acceptance criteria are met.
  1. Validate all linked tasks are complete.
  2. Move the milestone status to Complete.
  3. Add completion notes for audit history.
What you will see: The milestone is now ready for invoice generation.
6

Generate the milestone invoice

Why it matters: Milestone billing avoids manual math and reduces revenue leakage from missed billing events.
  1. Open Billing and create invoice from milestone.
  2. Review line items, tax, and due date.
  3. Publish and send the invoice to the client.
What you will see: The completed milestone is billed with full project traceability.

Milestone-based billing is now operational

Your project is now structured for predictable billing: tasks roll up to milestones, milestones trigger invoices, and finance has complete visibility.

Next tutorial: Track billable time to invoice

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