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Request Payment for a Project Milestone

How to create and share a Payment Request for a Project milestone

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Written by Ashok P
Updated over a week ago

To request payment for a project milestone, go to "Details > Payments" in the Project view. Here, you can create and share payment requests for milestones of the project.

Create Payment Request

To create a payment request for a milestone, click "New payment request," in the top-right corner of the "Payments" tile.

This will open a payment request modal with the next payment milestone in the project, its amount, and billing and due dates prepopulated.

You have the option to:

  • Push the payment request to QuickBooks Online or Xero

  • Change the milestone amount and dates

  • Display the payment schedule in the request

  • Change the payment request message

  • Select the payment integration and payment method

When you have finalized the request, click "Create." This will create the request for the milestone in the "Project Payments" tile.

Share Payment Request

When a payment request is created and added to the "Project Payments" tile, you will see some icons in the "Payment Request" column.

Share by Email or Link

Click the "Share" icon, and this will open the modal to share the request through an email or share it by unique URLs created for each recipient.

Download or Preview

If you want to download and share the request or present the request, click the "View" icon for the request and click the "Download" or "Present" icons in the top-right corner of the request.

View Analytics

Click the “Analytics” icon to see data about which recipients viewed the payment request.

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