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</style><p><strong>In this guide we will cover:</strong></p><p><strong>- What is Milestone Billing?</strong></p><p><strong>- Enable Milestone Billing</strong></p><p><strong>- Bill based on the value of the milestone</strong></p><p><strong>- Bill based on the actions completed within the milestone</strong></p><p><strong>- Bill Milestones using products (deprecated functionality)</strong></p><p><br></p><p><br></p><p><strong><span style="font-size: 14pt;">What is Milestone Billing?</span></strong></p><p>Milestone billing allows you to bill project work in Halo based on the milestones within a project. Project tasks can be organised into milestones, allowing you to bill your customers based on when each phase of the project is complete, rather than billing for the whole project in one go. For information on what milestones are and how to enable and use these in projects check out <a data-fr-linked="true" href="https://usehalo.com/halopsa/guides/2032" target="_blank" rel="noopener noreferrer">Milestones</a>. There are two methods to bill projects based on milestones in Halo:</p><p><br></p><p><strong>Bill based on the value of the milestone</strong>- This method allows you to set an overall value for the milestone, when tasks assigned to this milestone have been completed an invoice can be created to bill for the set value of the milestone. </p><p><strong>Bill based on the actions completed within the milestone (only up to the milestone value)</strong> - This method allows you to bill for the total value of the actions completed against tasks assigned to the milestone until the value of the actions meets the set milestone value. When the milestone value is met the actions up to this amount will be invoiced but no further actions completed within this milestone will be invoiced. This allows for an overage of one action.</p><p><br></p><p>In this guide we will run through how to set up and use milestone billing using both these methods. </p><p><br></p><p><strong><span style="font-size: 14pt;">Enable Milestone Billing</span></strong></p><p>Milestone billing is enabled per ticket type, you will need to enable this against the ticket types you use for projects (you do not need to enable this against project task tickets). You will first need to enable the use of milestones for the ticket, then you can enable milestone billing. </p><p><br></p><p>Head to configuration > tickets > ticket types > select your project ticket type > settings, check 'Enable Milestones'. </p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImIwZTMxYWNkLTRiYWUtNGIwNy1iY2Y2LWQ3MzRiMGFjZjYwYiJ9.antoya7yDC0FQrdN_qDLF_4p8N3Bxo9alJFH5NCmQLc" class="fr-fic fr-fil fr-dib" width="518" style="width: 520px; height: 358.068px;" height="358"></p><p><strong><span style="font-size: 10pt;">Fig 1. Enable milestones against ticket type.</span></strong></p><p><br></p><p>On this same page, under the section 'Billing' check 'Enable Milestone Billing'. Once enabled you can choose the milestone billing type. </p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjQ1ZjE1YjAwLWZiY2YtNGU1MS04ZGNkLTNlODhkNjBjNTMwZiJ9.w0gnHK2HO5QOUJPavzQ99OrorsDOVFiBBbrpk1t4HsM" class="fr-fic fr-fil fr-dib" width="550" style="width: 552px; height: 320.143px;" height="320"></p><p><strong><span style="font-size: 10pt;">Fig 2. Enable milestone billing against ticket type.</span></strong></p><p><br></p><p><strong><span style="font-size: 12pt;">Choose the Milestone billing type </span></strong></p><p>Using the setting 'Milestone billing type' against the ticket type you can choose which milestone billing method is used. </p><p><br></p><p><strong><span style="color: rgb(0, 0, 0);">Bill Chargeable actions on the project, up to the value of the milestone, with an allowed overage of one Action</span></strong><span style="color: rgb(0, 0, 0);"> - When selected you can bill based on the actions completed within the milestone up to the milestone value limit. A value is assigned to the milestone, which acts as a billing threshold/limit. When the value of the actions completed on tickets assigned to the milestone meets/exceeds the milestone value no further actions will be billed. If all milestone tasks are completed before the milestone value is met, the customer will only be invoiced for the value of the actions completed for this milestone, in line with the charge types used.</span></p><p><br></p><p><strong>Bill the value of the milestone</strong> - When this option is selected you can bill based on the set value of the milestone. When all tickets assigned to the milestone are completed/closed you can create an invoice for the set milestone value. </p><p><br></p><p><strong><span style="font-size: 14pt;">Bill based on the value of the milestone</span></strong></p><p>This method allows you to set a value for each milestone and bill customers this value once all work for this milestone has been complete. The billable value can either be set against each milestone or, be a set percentage of the overall project value (based on the sales order line price). </p><p><br></p><p>To use this method ensure the 'Milestone billing type' against the ticket type is set to be 'Bill the value of the milestone'.</p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImY4YTkzZjcxLWVhY2QtNDE3OC04MzYzLWFhMDc2NDJiMmYxMyJ9.7rqkRhVRHssnbXuBiMr1znJn2k6QfOqOqecghDThJ30" class="fr-fic fr-fil fr-dib" width="795" height="128"></p><p><strong><span style="font-size: 10pt;">Fig 3. Settings to bill based on milestone value. </span></strong></p><p><br></p><p>When using this method create your milestones against the project ticket and assign tasks to this milestone. When editing the milestone you can assign a value to the milestone in the 'Value' field. </p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjMxZjJjYzBmLWVjYmItNGMyMC1iNDljLTRlYWZiNDJjNGFhNyJ9.Vx_WBDYhZJ_mm2uDavZ7qOJ0AsufvLH1nPorjMmv7Ak" class="fr-fic fr-fil fr-dib" width="435" style="width: 437px; height: 641.844px;" height="642"></p><p><strong><span style="font-size: 10pt;">Fig 4. Set value against milestone </span></strong></p><p><br></p><p>The value entered here will be the amount the customer is billed for following all tasks within this milestone being completed. </p><p><br></p><p>In the figure 5 example I have completed all tasks in the Phase 1 milestone.</p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjZiOWUxZmEzLTcyNWUtNDNmZS04YWM1LTY2YmNhNTJlNjM1MCJ9.kU3gArJFRvrrf-f9Fa5lkrd_2O6dCrQ5Dr1VpA0cA4c" class="fr-fic fr-fil fr-dib" width="1330" style="width: 1332px; height: 454.829px;" height="455"></p><p><strong><span style="font-size: 10pt;">Fig 5. Phase 1 tasks completed.</span></strong></p><p><br></p><p>Before I can bill the customer for this milestone I need to complete the milestone. Milestones are completed using the 'Complete' checkbox against the Milestone. </p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImE2YThjMzdjLTAzOTctNDMxYS1iMDIzLTQxZTM4OGNlNWQyNiJ9.AjJNf0shcpNk8WmH64fNN2PedSVImP6XD0I_7JufPcs" class="fr-fic fr-fil fr-dib" width="480" style="width: 482px; height: 449.756px;" height="450"></p><p><strong><span style="font-size: 10pt;">Fig 6. Complete milestone.</span></strong></p><p><br></p><p>Now these tasks and the milestone are complete I can bill for the phase one milestone by heading to ready for invoicing. To see milestones that are due to be billed head to the 'Projects' or 'Milestones' section of ready for invoicing. From v2.232.1+, the Milestone table can be split into "Milestones using labour" and "Milestones using value". This will need to be enabled in Configuration > Billing > General Settings by selecting "Split ready for invoicing for Milestones billed by labour and value".</p><p><br></p><p><br></p><p><strong><em>Note: Tasks must be closed in order to invoice for the milestone, even if the 'Status of Tickets before they are able to be invoiced' is set to 'All status'. </em></strong></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjVmMmIzNGRkLTQ1NjgtNDllNi1hODI5LTdkOThhNmJhOWFmMyJ9.Qy2Z8ZWxyYBUkyTkx90YYSQziJPxSEpSQjfSzyED8FY" class="fr-fic fr-fil fr-dib" width="1386" style="width: 1388px; height: 674.312px;" height="674"></p><p><strong><span style="font-size: 10pt;">Fig 7. Milestone in Ready for Invoicing.</span></strong></p><p><br></p><p>You will notice the 'Hours to invoice' is set as 10 hours, this is the total number of hours completed against tasks within this milestone. This is here for reference, but the amount billed will be the 'Milestone Value'. </p><p><br></p><p>The setting "Use the Milestone Completion Date as the billing cut off date when invoicing" is available under Configuration > Project Management > General Settings. This allows milestone in ready for invoicing to be filtered using the date the milestone was completed, applicable when filtering using the "Billing cut off" date in ready for invoicing. We recommend enabling this setting. </p><p><br></p><p><strong><em>Note: You will also notice the labour completed against tasks under this milestone also appears in the 'Labour' section of ready for invoicing here. If you want to create an invoice for the the total amount of labour completed based on the action time and charge type, you can create the invoice from here. But to bill for the milestone value always create the invoice using the 'Milestone' section. </em></strong></p><p><br></p><p>The figure 8 example shows how the invoice will look when created. </p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImUyNjIyNTQ3LWI4NTctNGI1MS05YjFhLTM2NmQzNmIwNDhlYyJ9.IIUBNwDkBWqLEVN35Qjcx1LMIE9BCErw7xW5PJ0cc1g" class="fr-fic fr-fil fr-dib" width="1420" style="width: 1422px; height: 518.677px;" height="519"></p><p><strong><span style="font-size: 10pt;">Fig 8. Invoice for milestone value.</span></strong></p><p><br></p><p>The milestone will be added as a generic item, where the description is the name of the milestone. The price will be taken from the milestone value, tax will be applied in line with the default product tax you have set against the customer. In this example the customer Acorn Construction has a 20% default tax code set, so this amount of tax has been applied to the invoice. </p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjZhNDM5MmNhLTE0NTYtNDBiMi1hMmI2LTc2OThjNmQ0ZTU5NiJ9.MzFQ4IyTiIyKQ69C61Y9HF7vSTaOFuhueyS0kLeLgGI" class="fr-fic fr-fil fr-dib" width="624" style="width: 626px; height: 383.844px;" height="384"></p><p><strong><span style="font-size: 10pt;">Fig 9. Customer product tax code. </span></strong></p><p><br></p><p><span style="font-size: 11pt;">You will have the option to associate a product with each milestone too. This allows you to configure a specific product to represent the milestone on the invoice, and sync to your account tool, rather than a generic item being used. The product associated with the milestone can be set when editing the milestone, as shown in figure 10. </span></p><p><span style="font-size: 11pt;"><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjBkZjQ3YTk4LTc0MGUtNDFhYy1hNmYyLTE2NGMxNjZlMTI0MiJ9.lNemXhbmhU9SQ1Gul_-oM0HJElsYWyEtL8yKJKxxi4M" class="fr-fic fr-fil fr-dib" width="565" style="width: 567px; height: 573.192px;" height="573"></span></p><p><strong><span style="font-size: 10pt;">Fig 10. Associate product with milestone</span></strong></p><p><br></p><p>This is used to ensure, the default accounts codes set for this item will be used when this line is synced to your accounting tool. Rather than the accounts codes of the generic item being used, or you having to set the correct codes to be used on each invoice after creation. </p><p><br></p><p>No other properties of the item will be used when generating an invoice for the milestone. The line description and price will still be determined by the milestone details and the default tax code for the customer will still be used. </p><p><br></p><p>From version 2.232.1, you will be able to default this Linked Item in Configuration > Project Management > General Settings.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImEwZTIwMGViLTQwYmQtNGI5Yi04N2NkLThmMmIxY2ZmNjUyZSJ9.shMn_trdkGJmiToI0oqSXfRMmZy4zmobWp_fnQFj6wk" class="fr-fic fr-fil fr-dib" width="1016" style="width: 1018px; height: 549.364px;" height="549"></p><p><strong><span style="font-size: 10pt;">Fig 11. The setting in Project Management General Settings to default the Linked Item for Milestones</span></strong></p><p><br></p><p><br></p><p><strong><span style="font-size: 12pt;">Set the Milestone Value to be a percentage of the Project Price</span></strong></p><p>To increase automation, the value of the milestone can be automatically populated to be a percentage of the overall project price, rather than you having to populate each milestone value manually. This is useful if you bill projects in increments based on the percentage of the project that is complete. </p><p><br></p><p>The overall project price will be determined by the price of the project on the sales order the project was created from. Therefore, milestone values can only be populated this way when <a data-fr-linked="true" href="https://usehalo.com/halopsa/guides/2035" id="isPasted" target="_blank" rel="noopener noreferrer">projects are created from a sales order.</a></p><p><br></p><p>To set this up head to the project template used for the project, under configuration > tickets > templates > select your template > milestones tab. Here you will need to add the milestones that will be created for this project. When creating your milestones use the field 'Percentage of sales order line price' to determine what percentage of the total project price this milestone is worth. </p><p><br></p><p><strong><em>Note: The field will only appear when the ticket type assigned to the project template has the 'Milestone billing type' set to be 'Bill the Value of the milestone'.</em></strong></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjAzODFhZGU2LWJjOGEtNGViNS1hYzE2LWU3NmM0YmZmNWYyNCJ9.QXHu7xPyMPpCksHBP3lMMnLK1WVwTiYaiAk1Xwd_aro" class="fr-fic fr-fil fr-dib" width="498" style="width: 500px; height: 523.519px;" height="524"></p><p><strong><span style="font-size: 10pt;">Fig 12. Percentage of sales order line price against milestone</span></strong></p><p><br></p><p>In the figure 12 example I have set the 'Phase 1' milestone to be worth 50% of the total project value. This means when tasks assigned to this milestone are complete I can create an invoice for 50% of the project value. </p><p><br></p><p>Let's see this in action. </p><p><br></p><p>Now when I create the project from the sales order, the milestones configured against the project template will be created. </p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjA5NGY0YWFiLTUwNGItNDA3NC1iMWEzLTYwZDdjYzIzMGI0NSJ9.FyxqIqQFWxk6hB3dZ1Qwux0LGQgZXsO-guEEWB8UdDc" class="fr-fic fr-fil fr-dib" width="1236" style="width: 1238px; height: 471.074px;" height="471"></p><p><strong><span style="font-size: 10pt;">Fig 13. Create project from sales order</span></strong></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImQ0OWI4NDdhLWNlMTktNDIxMy04Yzc3LWE2MzI0NzQxNTg5NSJ9.wnS42XWW7b8muV0OfQLJ2AXei_Woi0nhRILQWJeLGBY" class="fr-fic fr-fil fr-dib" width="1626" style="width: 1628px; height: 441.804px;" height="442"></p><p><strong><span style="font-size: 10pt;">Fig 14. Milestones created against project</span></strong></p><p><br></p><p>If I edit the milestone I can see the value of the milestone has been populated automatically. </p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImRlZGRjN2M0LTdiYmEtNDAyYi1hYjU5LTY1MTEwODJlNDNhMSJ9.dotSv-HMiu9Pqyqi6f-Ll_5z760KBAVqk2cQw1CI8JI" class="fr-fic fr-fil fr-dib" width="459" style="width: 461px; height: 685.839px;" height="686"></p><p><strong><span style="font-size: 10pt;">Fig 15. Calculated value of milestone</span></strong></p><p><br></p><p>In the figure 15 example the value is 1800 as this is 50% of the total project value (determined by the sales order) 3,600. </p><p><br></p><p><strong><em>Note: The calculated milestone value is exclusive of tax, therefore any tax on the sales order line for the project will not be used in the percentage value calculation. </em></strong></p><p><br></p><p>Once the tasks within this milestone are complete, I can create an invoice for the milestone, the invoice will be for the value of the milestone. </p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImNmNTNiZGJlLTZlYmQtNGIxOS1iMTlkLTJmNzU3NzE4ZjNiZSJ9.kKUZOv9WEcM_4VfqD-1ytvltPRKZAXCif0_A741PA9U" class="fr-fic fr-fil fr-dib" width="1640" style="width: 1642px; height: 582.307px;" height="582"></p><p><strong><span style="font-size: 10pt;">Fig 16. Milestone invoice</span></strong></p><p><br></p><p>You will notice the item description for this milestone will include the name of the project on the sales order as well as the name of the sales order. </p><p><br></p><p><strong><em>Note: The milestone value that is calculated is exclusive of tax, but tax will be added on based on the customer's tax settings. </em></strong></p><p><br></p><p><strong><span style="font-size: 14pt;">Bill up to the value of the milestone plus the action overage </span></strong></p><p>This method allows you to set a milestone value, and bill up to the value of this milestone plus one action. Allowing you to set a limit or budget for the milestone, and if work is carried out that exceeds the limit/budget you can bill the customer for the time spent on this action, however, any further actions will not be billed for. </p><p><br></p><p>If the milestone limit/budget has not been met and the tasks assigned to the milestone have been completed, you can bill the customer for the value of the work carried out on these tasks. </p><p><br></p><p>This method should be used when a fixed project/milestone price has not been agreed with the customer, instead the agreed price is based on the actual work carried out. A budget for this work will usually be agreed, but if the project work comes in under budget this will be reflected in the price the customer pays. </p><p><br></p><p>To use this method ensure the 'Milestone billing type' against the ticket type is set to be 'Bill chargeable actions on the project, up to the value of the Milestone, with an allowed overage of one Action'.</p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImQ2N2Q1MmFjLTg2OGQtNDZiNS1hYjIzLTFiMTgwMjIzZGYxYyJ9.S7_XZzkFqkJRszaW0vWHETWqj8N9Qh_oyOBGTehgE7I" class="fr-fic fr-fil fr-dib" width="821" height="116"></p><p><strong><span style="font-size: 10pt;">Fig 17. Bill chargeable actions on the project, up to the value of the Milestone, with an allowed overage of one Action</span></strong></p><p><br></p><p id="isPasted">When using this method create your milestones against the project ticket and assign tasks to this milestone. When editing the milestone you can assign a value to the milestone in the 'Value' field. The value should contain the estimated value of the milestone, or the budget for the milestone. In the figure 17 example the milestone value is set to be 550, we do not expect the total work completed on tasks within this milestone to exceed this value, but if it does only the action pushing the value over the threshold will be billed.</p><p><br></p><p><strong><em>Note: The milestone value must be populated in order for actions/tasks within this milestone to be able to be invoiced. </em></strong></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjA1MmJjMjQ5LWVhMGItNDA2ZS05YTI1LTM2ODA0ODFhMzkzZCJ9.yv3i4l0F8mvx96o9aIlRAu0g-lpFhDWC50O3N0JKGaQ" class="fr-fic fr-fil fr-dib" width="424" style="width: 426px; height: 628.61px;" height="629"></p><p><strong><span style="font-size: 10pt;">Fig 18 . Milestone value</span></strong></p><p><br></p><p>When this milestone has been completed the value that the customer is billed will differ based on the time logged. </p><p><br></p><p>In the figure 18 example 6 hours have been logged against tasks in milestone 'Phase 1'. One action was completed on each of these tasks, both using the same charge rate of £50 per hour. </p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjU3NzAxNWFiLTdiZjEtNDNiNy04MDJhLTAyZGQ0MDc4MGE3ZiJ9.J3bGutPEatIezd5JDaJCnkn4LTvIj0cEAiU6OGlcXio" class="fr-fic fr-fil fr-dib" width="1383" style="width: 1385px; height: 456.872px;" height="457"></p><p><strong><span style="font-size: 10pt;">Fig 19. Time logged against tasks in the 'Phase 1' milestone</span></strong></p><p><br></p><p>This means the total value of these actions equals £300 (50x6). Which is below the milestone value limit. </p><p><br></p><p>As all the tasks assigned to this milestone are complete I can complete the milestone then bill for this. Figure 20 shows the invoice that will be created for this milestone. </p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImFlMjAxZDg0LWUyOTktNDQ2MS04NmNjLTgxMmUzODQxZGQwMCJ9.9hLgdnhJt7REfjHDpZOPNyr4jULwbh5M__N624H9x80" class="fr-fic fr-fil fr-dib" width="1665" style="width: 1667px; height: 588.038px;" height="588"></p><p><strong><span style="font-size: 10pt;">Fig 20. Invoice created for time logged against milestone</span></strong></p><p><br></p><p>As the value of the actual time spent on the milestone tasks is less than the milestone value an invoice has been created for the actual time spent on milestone tasks, as this is 'under budget'. As actual time is being billed the invoice lines will appear in line with your labour billing configuration. </p><p><br></p><p>Now let's look at an example where the milestone value has been exceeded.</p><p><br></p><p>In the figure 21 example 15 hours have been spent on tasks within the 'Phase 1' milestone. Five three hours actions were logged all using a £50p/hr charge type.</p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImFlYWUyNWMzLTNmMGMtNDhhOS04YmE5LWEyNGQ3N2EzMWU4OCJ9.R3U497HPc2TWz9nsWCSi4vtDEReEE8VCMs3LVSplL3Y" class="fr-fic fr-fil fr-dib" width="1403" style="width: 1405px; height: 456.604px;" height="457"></p><p><strong><span style="font-size: 10pt;">Fig 21. Time taken on milestone tasks.</span></strong></p><p><br></p><p>This means the total value of these actions equals £750 (50x15). Which is above the milestone value limit. </p><p><br></p><p>When I create the invoice for this milestone it will appear as shown in figure 22. </p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImQyZjkzZTI4LTQyODItNDgxNi1iNjJjLTczZGZiMTI5MWYwNSJ9.H0Hkosb8D7cWYJg2B01L8cVgEB2Bcsf1j2PT50bLRWs" class="fr-fic fr-fil fr-dib" width="1640" style="width: 1642px; height: 588.061px;" height="588"></p><p><strong><span style="font-size: 10pt;">Fig 22. Invoicing milestone when labour exceeds milestone value. </span></strong></p><p><br></p><p>You will see four of the five actions have been invoiced, with a total of 12 hours of work being invoiced. This is because the fourth action reaches and exceeds the milestone value, therefore this will be the cut-off action, with the remainder of this action being invoiced but any further actions (the fifth action) not being invoiced. </p><p><br></p><p><strong><em>Note: When using this method of milestone billing the milestone value must be set manually per project, it cannot be calculated based on the sales order line associated to the project. </em></strong></p><p><br></p><p><br></p><p><strong><span style="font-size: 14pt;">Bill Milestones using products (Deprecated functionality) </span></strong><span style="font-size: 14pt;"><strong>(Method used before the Milestone Checkbox was Added)</strong></span></p><p><span style="font-size: 11pt;"><br></span></p><p><span style="font-size: 11pt;">There are currently two methods by which milestone billing is implemented: Adding Products onto Project Tasks or Invoicing for a percentage of the associated Sales Order.</span></p><p><br></p><p><span style="font-size: 11pt;">The first method involves <a href="https://usehalo.com/halopsa/guides/1978/" rel="noopener noreferrer" target="_blank">creating a Product </a>with name similar to 'Project Milestone'. You can then issue this Product on Project Tasks where milestones have been met.</span></p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjljZGE3NjdhLTVhYzAtNDQ5OC1iYzEwLWViZjk1MzgwMWE5ZSJ9.TSIRCUaGRSSprw3tsmO85aB8R1difbTaC1R66AA-8fU" class="fr-fic fr-fil fr-dib" width="393" height="589"></p><p><strong><span style="font-size: 10pt;">Fig 23. Issuing a Product on a Ticket</span></strong></p><p><br></p><p><span style="font-size: 11pt;">You can then edit the price/description to reflect the milestone that has been met & invoice for this accordingly.</span></p><p><span style="font-size: 11pt;">The second method can be utilised when creating an Invoice from a Sales Order - one available option when creating invoices from Sales Orders is to invoice for a percentage of the Order:</span></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjNlNmEyMjYxLWNmOGEtNGQ2OC1hNmU0LWI3NmI1OTdjMmE3YSJ9.B1j7dOmfBjcFJx-A73YbAOqcN-n0kMJ9IYnvEp_9Ml4" class="fr-fic fr-fil fr-dib" width="685" height="596"></p><p><strong><span style="font-size: 10pt;">Fig 24. Creating an Invoice for a Percentage of the Order</span></strong></p><p><br></p><p><span style="font-size: 11pt;">Once you invoice for some percentage of the Order, you an come back to the Order and invoice for the remaining percentage.</span></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImI4ZjJmZGY3LTU0MTgtNDA1Mi05ZGU1LWFjODQxZTU1NGQ5MCJ9.iwMNO-3GhFd9qGpZWKibAEaOibjjpTXx0fT_Lc5JOfA" class="fr-fic fr-fil fr-dib" width="683" height="594"></p><p><strong><span style="font-size: 10pt;">Fig 25. Invoicing for a Percentage of the Sales Order, after some other Percentage has already been Invoiced</span></strong></p>
