Milestone-Based Projects

Do you delay revenue or invoicing until a future event occurs?

Send invoices, set subscription start dates, and recognize revenue based on specific milestones with Projects by SaaSOptics.

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Step One

Tell us about your customers’ milestones

You may not always be able to build a predictable revenue or invoicing schedule on day one. Sometimes, you have to provide service or meet a milestone before you can send your invoice or recognize revenue.

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03 Milestone Based Projects Illustration

Step Two

Assign your milestones to new orders

Once you’ve added milestones, you’ll be able to manage go-live dates and revenue recognition schedules for specific contract elements in a single view. You’ll always have a clear and up-to-date view of all orders with uncompleted milestones.

Step Three

Send your invoices and recognize revenue as milestones are completed

As soon as you mark a milestone complete,  SaaSOptics will automatically send invoices and trigger revenue rules for you. No need to go back and update your spreadsheet. Set it and forget it with Projects by SaaSOptics.

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Other Supported Integrations & Advanced Workflows:

revenue-books

RevenueBooks

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CRMs

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GLs

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ePayments

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Avatax

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Multi-Currency

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Advanced A/R Management

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Milestone-Based Projects

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Ready to modernize your financial operations?