How to set up milestone billing in a generic project template or get a billing schedule for multiple items on one sales order?

We have larger remodeling projects that include demo, framing, subcontractors, drywall, millwork and we want to bill at different milestones and be able to invoice from those milestones but we are running into issues every time we try to set it up. It would be great to use a generic template and change the $ every time we get a new project because all of our projects will be a different price based on the customers wants and needs.

Any ideas on how to make this happen?

Rookie Asked on March 14, 2024 in Billing.
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