Billing in stages lets you split a single service into multiple payments within your agreement. It’s perfect for milestone-based projects, upfront deposits, or offering clients payment in installments.
Creating a service that is billed in stages
To set up a service to be billed in stages:
Add a service to your proposal or select an existing one
Under Billing occurrence, select In stages
Choose how the first stage will be billed:
Automatically Billed – first stage is billed upon agreement approval; remaining stages are manual.
Manually Billed – all stages are manually triggered.
Divide the total amount into stages. Click “Add stage” to include more.
💡 If this is part of your regular workflow, save time by creating a service template in your Service Library.
Client View
When you send a proposal, your client will see a clear breakdown of the payment stages within the service details.
Billing a staged service
To bill a service with staged payments:
Go to the Billing Hub of the relevant agreement
Open Billing Control
In the Billed in Stages section, view the remaining stages
Choose to bill one or multiple stages as needed
Editing Staged Services
Currently, editing a staged service within an agreement is not supported. To make changes, remove the staged service and add a new one with the updated structure.