A milestone-based invoice workspace for fixed-fee project work — software builds, design engagements, construction phases — billed on deliverable completion in Taskade.
What's Included
- Project Database: Client, total fee, milestone schedule, PO number, billing terms
- Milestone Tracker: Gantt view of phases and which milestone unlocks the next invoice
- Completion Check Agent: AI agent reviews milestone deliverables before invoice drafts
- Partial-Payment Schedule: 30% upfront, 40% mid-project, 30% on completion — fully automated
- PO Matching: Each invoice references the PO number and matches against committed budget
- Acceptance Workflow: Client signs off on milestone before payment unlocks
Why This Template Wins
- Cash flow predictable: Milestone payments smooth cash flow vs. waiting until the end of long projects
- Acceptance built-in: Client signs off on each milestone, reducing end-of-project disputes
- PO matching automatic: Finance teams reconcile invoices to POs without manual lookup
How to Use
- Clone this template into your Taskade workspace
- Add project, milestone schedule, and PO number
- Connect your project tool, Stripe, and Gmail
- Train the Completion Check Agent on your acceptance criteria
- Set up milestone triggers so invoices draft on completion
FAQ
Does this support change orders mid-project?
Yes. Add a change-order line item with revised fee and updated milestones. The agent re-baselines remaining payments.
Can the client sign off in-app?
Yes. Use a share link with view-and-comment permissions so the client can review and approve milestones without a Taskade account.
What plan supports project-based businesses?
Pro ($10/mo annual) handles small project businesses. Business ($25/mo) for multi-PM teams with audit logs.
CTA
Try this template free in Taskade. For milestone automation, see /learn/automation/triggers. Pair with Construction Invoice. Browse more project apps in the Community Gallery.