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Completing a milestone can draft and send its invoice for you
Link a milestone to a document or a payment and, when you mark it complete, ConsultBase drafts the invoice or readies the document; opt in per milestone and it sends them to the client immediately.
The end of a milestone is when you should be invoicing and are usually doing something else. Now the milestone knows what it owes: complete it and the paperwork it was tied to is drafted for you, or, if you asked for that, sent.
How it works
- A milestone can carry a payment (a fixed amount or a percentage of the engagement value) and a linked document such as an SOW or MSA.
- Marking it complete drafts the invoice and stages the document, ready for you to review and send.
- Each milestone has an "auto-send on completion" option. With it on, the invoice and document go to the client the moment the milestone is completed. ConsultBase warns you what is about to go out every time, including when Ivy or the client portal completes the milestone.
Auto-send is per milestone and off by default. Completing a milestone twice never produces two invoices.
Try it on your own practice.
Unlimited clients on every plan, a free plan with no card, and a 14-day trial on paid plans required.
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