We are starting to explore using Milestone billing for Projects. We do not own the Project Billing license/module
- Create new milestone
- Create new Selection Criteria of Fixed Date (and enter date)
- Check “Billing Required,” enter a linked sales order line.
- On Billing tab - Select Type “Cost To Date” and enter Markup percents.
- Flag milestone as complete.
- In invoice entry, select “Get - Milestone Billing”
- The invoice is created for the correct SO Line, but does not pull any costs in.
Is there something I am missing? Everything else looks fine, just missing costs.
Thanks in advance!