---
schema_version: "1"
id: 18ecf08b9f7887103c041146610336e49d4221517c16e9e80fe5da441b73ef91
title: Configure Milestone Billing
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/billing_milestone_plans.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.billing_milestone_plans.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: dd50b5192c755d154b52c4c1be7b4ff295e1209d4f1e86a02938e7f672b0e914
description: Bill projects in installments based on milestone achievements or predefined dates. Align payments with project progress and enhance customer satisfaction through timely invoicing.
products:
  - Revenue Cloud
release: "264"
---
# Configure Milestone Billing

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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with <a href="https://help.salesforce.com/s/articleView?id=ind.revenue_licenses_areas_and_features.htm&amp;release=264.0.0&amp;type=5">the Revenue Cloud Billing license</a>. Contact your Salesforce account executive for more information.</td></tr></tbody></table>

- **[Set Up Milestone Plans for Amendments](https://help.salesforce.com/s/articleView?id=ind.billing_setup_milestone_plans_amendments.htm&release=264.0.0&type=5)**  
    Create or link billing milestone plans to amendment billing schedules and recalculate milestone dates and amounts from the amendment start date.
- **[Define Billing Milestones](https://help.salesforce.com/s/articleView?id=ind.billing_milestone_methods.htm&release=264.0.0&type=5)**  
    Milestone billing is a flexible billing method where customers are billed at specific project checkpoints.
- **[Milestone Billing for Amended, Renewed, and Canceled Assets](https://help.salesforce.com/s/articleView?id=ind.billing_milestone_amended_renewed_canceled_assets.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=ind.billing_milestone_usecase.htm&release=264.0.0&type=5)**  
    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.