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.
For Pricing, select Fixed price.
Enter in the total price and a discount, if applicable.
Determine how many stages you will bill. Click "Add stage" to include more. There is a maximum of 6 stages allowed.
Choose if the stages will bill a percentage of the total price or a fixed dollar amount of the total price.
Choose how each stage will be billed:
Automatically Billed –
On proposal acceptance: first stage is billed upon proposal approval
Relative to proposal acceptance: billed "X amount of days after proposal acceptance"
On a specific date
Manually Billed – billing is manually triggered
Example:
💡 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.
Example:
Manually bill a staged service
To bill a service with stages set to bill manually:
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 manually billed 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.