In this lesson we will cover:
– Enabling Project Milestones
– Enabling Milestone Billing
– Invoicing a Milestone
– Milestone Billing (Before Checkbox Method was Added)
Enabling Project Milestones
On a Project Ticket Type of hierarchy "Project" check the milestone and milestone billing checkboxes on the settings tab:
Fig 1. Enable Milestones
Enabling Milestone Billing
Fig 2. Enable Milestone Billing
In this example I have turned on the option to process actions on open tickets, so that milestones can be completed even if the task is not closed off. This setting is in Configuration > Billing > General Settings, I have set it to "All status".
Fig 3. Process Actions on open Tickets
You can then set a value against the milestone, this is essentially a threshold that must be met before the milestone is considered billable. If for example you had a value set at 2000, if the work done only equated to a value of 1999, then the milestone will not be billable. Anything above this i.e. 2000 and above, will make the milestone billable and will exist in ready for invoicing.
Fig 4. Setting up a Milestone and Adding the Project Tasks
In Fig 4. I have set the project tasks against the milestone, so that when I make billable actions on the tasks, it will be set against the milestone once it is in a completed state, you can also set the value against the milestone. Now when going into a project, any time that is billed on a project task will be set against the milestones tab on the ready for invoicing area(after the milestone is complete). In the below task that is set against the project and milestone, I emailed the user and set the charge rate to "On-Site Support":
Fig 5. Billable Time on a Ticket
Invoicing a Milestone
I mark time against the tickets and then set the milestone to complete.
Fig 6. Set the Milestone to Complete
Now in ready for invoicing under the milestones section, I have my milestone ready to be invoiced:
Fig 7. Milestones Area of Ready for Invoicing
Fig 8. Ready for Invoicing Area Specifically for Milestones
Then checkbox on the Milestone and create the invoice.
Fig 9. Checkbox on the Milestone
Fig 10. Create an Invoice for the Milestone
As can be seen in the invoice screen (Fig 11) there are tasks against the milestone that have been invoiced for via the milestone.
Fig 11. The Invoice for the Milestone
If we go back to the Milestone, it will now also have a link to the invoice.
Fig 12. Invoice Link on the Milestone
Milestone Billing (Method used before the Milestone Checkbox was Added)
There are currently two methods by which milestone billing is implemented in HaloPSA: Adding Products onto Project Tasks or Invoicing for a percentage of the associated Sales Order.
The first method involves creating a Product with name similar to 'Project Milestone'. You can then issue this Product on Project Tasks where milestones have been met.
Fig 13. Issuing a Product on a Ticket
You can then edit the price/description to reflect the milestone that has been met & invoice for this accordingly.
The second method can be utilised when creating an Invoice from a Sales Order – one available option when creating invoices from Sales Orders is to invoice for a percentage of the Order:
Fig 14. Creating an Invoice for a Percentage of the Order
Once you invoice for some percentage of the Order, you an come back to the Order and invoice for the remaining percentage.
Fig 15. Invoicing for a Percentage of the Sales Order, after some other Percentage has already been Invoiced
