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Field

Description

IncludeTick the checkbox to include milestone on this invoice. Disabled for pending or already invoiced milestones.
Name / DescriptionName of the milestone and description. Click the link to edit the milestone.
Contract Line ItemName of the contract line item and it's code. Click the link to edit the contract line item.
Project Code / Task

The project associated with this milestone. Useful if you invoice your clients at the project level, when viewing reports broken down by project, or when using the Project Dashboard.

When you tie a task to a milestone it drives the pending and achieved dates.

PO NumberComes from Contract Line Item - Setup Contract Line Item
AmountThe amount that the client should be invoiced for this milestone. Use a negative amount to issue a credit memo.
Status

The following status' are available

  • Pending - milestone is not yet to be achieved, but will in the future
  • Foregone - milestone has not and will not be achieved
  • Achieved - milestone was reached on this date- been achieved, but not yet invoiced
  • Invoiced - on an unissued invoice
  • Billed - milestone is on an issued invoice

The status is set automatically except for Pending/Foregone. You can choose between Pending/Foregone as long as the milestone is unachieved.

Achieved DateThe date the milestone was actually achieved. Once a milestone is achieved you can no longer edit any other settings. If you wish to go back and make changes, clear the achieved date.

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