How Can I Keep Track of Client Invoices Tied to Milestones?
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How Can I Keep Track of Client Invoices Tied to Milestones?
You keep track by defining the milestones of each project with the amount to bill at each one, and by creating a billing task for finance when a milestone is approved by the client. On Jestor, this runs through project and milestone tables with automation connected to your ERP.
Many agency projects are billed in stages. When the link between delivery and invoicing is manual, finance bills late or forgets entirely, and cash flow suffers even though the work was done.
What milestone billing by memory costs
- Invoices sent weeks after the milestone was reached
- Milestones billed twice or not billed at all
- Finance waiting to be told that work was approved
- Cash flow problems despite good project progress
How milestone billing works
- Each project lists milestones with amount and expected date
- Client approval marks a milestone as completed
- A billing task is created automatically for finance
- Invoiced and paid statuses are visible per milestone
Why Jestor fits this use case
- Billing follows delivery without extra reminders
- Finance and account managers share the same information
- Cash flow forecasts improve
- This scales from a few projects to a large agency
| Billing remembered manually | Billing triggered by milestones |
|---|---|
| Late or forgotten invoices | Created when each milestone is approved |
Frequently Asked Questions
Does Jestor issue the invoice? No, invoicing stays with your ERP, such as Omie or Conta Azul. More at jestor.com.
Can I see all milestones awaiting invoicing? Yes, a filtered dashboard lists them.
Can I track payment status per milestone? Yes, the status can update from your ERP.
With Jestor, you can automate workflows, connect teams, and build internal systems your way, all without code and powered by AI. Discover Jestor at jestor.com and see how to take your company's operations to a new level of efficiency and control.