Bill projects in installments based on milestone achievements or predefined dates. Align payments with project progress and enhance customer satisfaction through timely invoicing.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions with the Revenue Cloud Billing license. Contact your Salesforce account executive for more information. |
- Set Up Milestone Plans for Amendments
Create or link billing milestone plans to amendment billing schedules and recalculate milestone dates and amounts from the amendment start date. - Define Billing Milestones
Milestone billing is a flexible billing method where customers are billed at specific project checkpoints. - Milestone Billing for Amended, Renewed, and Canceled Assets
Handle milestone plans during amendments, renewals, and cancellations to ensure accurate billing. By default, milestone-based billing doesn’t create new milestone plans or plan items for amend or renew orders. When the Support Milestone Plans for Amended Billing Schedules setting is enabled, Billing creates or links a milestone plan to the amendment schedule and recalculates milestone dates and amounts from the amendment start date. - Milestone Billing Example
Explore an example that shows how milestone billing ties invoices to project progress. Structured invoicing at key delivery points improves revenue accuracy, builds customer trust, and supports financial planning.