Milestone Pay

Medium

Professional Services · Consultants, project teams

Tie work to milestones and invoice on time; late billing drains cash flow.

Built in this build

Milestone plan
Unpaid invoice tracking

Vision (needs external services)

Bill-on-completion
Project and payment stages
Invoice templates
Billing reminder when milestone completes
Billable completed-work amount
Invoice PDF export

The build delivers the entire scope above as one coherent application. Items in the vision column require real external services (payments, messaging, integrations) and are not part of this version.

Customer features

Milestone plan
Bill-on-completion
Unpaid invoice tracking

Admin modules

Project and payment stages
Invoice templates

AI capabilities

Drafts invoice items for completed milestone

Automations

Billing reminder when milestone completes

Analytics & reports

Billable completed-work amount

Integrations

Invoice PDF export

Mobile

Update milestone status from the field

Roles & permissions

Project manager
Finance

Professional Services →

Time Bill

Time tracking and billing for consultants.

Sub Desk

Assign subcontractors and freelancers, track their pay; end payment chaos.

COI Vault

Collect vendor insurance and compliance certificates; expired paperwork is a liability.

Advance Desk

Track retainer/advance balances and top up before they run out; end working-on-credit risk.

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