ENGINEERED_PERFORMANCE_SYSTEM_V4
PLATFORM / MILESTONE BILLING
MILESTONE-BASED BILLING
Break complex projects into milestones. Bill as work is completed and approved.
Define project phases, set billing amounts per milestone, and generate invoices automatically when clients approve completed work.
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REVENUE_ENGINEACCELERATED
Drag-to-ReorderYES
Client Approval FlowBUILT IN
Auto-Invoice on CompletionON
01 / FEATURES
Built for Project-Based Billing.
Milestone billing gives you full control over multi-phase projects — from defining phases to collecting payment on each one.
Milestone Builder
Define as many milestones as your project needs. Each milestone has its own name, description, amount, and completion criteria — all tracked inside the job.
Drag-and-Drop Reorder
Change the order of milestones at any time by dragging them into position. Reorder work phases without losing any billing or completion data.
Change Order Support
Add or modify milestones mid-project with a formal change order. Clients approve scope changes before any new billing is activated.
Client Approval Required
Toggle on client approval for any milestone. The client receives a portal link, reviews the completed work, and approves or requests revisions before the invoice is generated.
Auto-Invoice on Approval
Once a milestone is approved, Kaching automatically creates and sends the invoice. No manual step needed — billing follows completion.
Outstanding Balance Tracking
See the total project value, amount invoiced to date, and remaining balance at a glance. Know exactly where each project stands financially.
02 / HOW IT WORKS
Four Steps to Milestone Billing
01
Define Milestones
Create the milestones for your project inside the job. Name each phase, set the billing amount, and arrange them in the order work will be completed.
02
Complete Work
Complete the work for each milestone. Mark it as done in the job view when you're ready for client review or ready to generate the invoice.
03
Client Approves
If client approval is enabled, the client receives a portal link and reviews the completed milestone. They approve or submit a revision request.
04
Invoice Auto-Created
Approval triggers automatic invoice creation. The invoice is sent to the client, the milestone is marked complete, and the balance tracker updates.
03 / USE CASES
What Contractors Use Milestone Billing For
Renovation Projects
Bill phase by phase — demolition, framing, finishing. Each phase has its own approval and invoice so cash flow matches the work being done.
Phase-by-phase cash flow
Custom Installations
For high-value custom work like kitchen installations or specialty flooring, milestone billing protects both sides. Clients approve before payment is triggered.
Client approval built in
Multi-Phase Commercial Work
Manage large commercial contracts across multiple milestones. Track outstanding balances, change orders, and completion status in one job view.
Full project visibility
04 / BENEFITS
Cash Flow Matches the Work
Stop waiting until project completion to get paid. Milestone billing lets you collect on each phase as it finishes, keeping cash flow strong throughout long projects.
Project Billing
Auto
Invoice on approval
0
Manual invoice steps
Bill as you buildMatch billing to actual work completed. Improve cash flow on long projects without waiting for full completion.
Drag-to-reorder phasesRestructure milestone order any time without losing billing history or completion data.
Client approval built inToggle on client approval per milestone. Clients review and approve before any invoice is generated.
Auto-invoice on completionNo manual invoice creation. Approval or completion triggers the invoice automatically.
Change order supportAdd scope formally with change orders. Clients approve changes before new billing begins.
Balance trackingSee total project value, billed to date, and remaining balance in one view at all times.
05 / RELATED TOOLS
All FeaturesPair Milestone Billing With
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START BILLING BY MILESTONE TODAY
Set up milestone billing on any job. Define phases, get client approval, and collect payment automatically as work is completed.