Update a milestone on an invoice

With advaise.app, you have the flexibility to manually update milestone details on an invoice. This feature enables you to make adjustments as needed to ensure your invoices accurately reflect the agreed-upon terms. This may be due to adjustments to a disputed invoice or agreed changes with the client. Here's how to update milestone details:

Open the invoice, go to the Details tab, and open the Milestones section:

Select the milestone to open the popup, then update any of the below details:

• Milestone Name: Modify the name of the milestone if necessary to better describe the payment or progress achieved.
• Value: Change the value of the milestone, ensuring it aligns with the agreed-upon amount.
• Sales Tax Rate: Adjust the sales tax rate as required to meet tax regulations or client-specific terms.
• Description: Edit the description to provide more context or clarity regarding the milestone. The description is for internal purpose only and does not appear on the invoice document.

By offering the ability to manually update milestone details on an invoice, advaise.app empowers you to maintain accuracy and transparency in your billing process. This flexibility ensures that your clients receive invoices that align precisely with the terms of your professional services engagement.