For B2B projects on milestone billing, OMB Cloud can issue the invoice the moment a milestone is approved.
Define milestones
- Open the project → "Milestones" tab.
- Add a milestone: name, target date, deliverable description, value (% of project or fixed amount).
- Toggle "Auto-invoice on completion" if you want the system to draft the invoice on approval.
Approval flow
When the project lead marks a milestone "Done", the system either: (a) drafts the invoice for human review, or (b) issues it directly to the client — depending on the auto-invoice setting and the contract terms.
Client-facing approval
If the contract requires client sign-off before invoicing, enable "Require client approval" on the milestone. The portal shows a "Approve milestone" button — once clicked, the invoice fires.
Partial completion
For milestones discovered to be larger than planned, you can split: mark the original done at 80%, create a new milestone for the remaining 20% with its own target date and invoice.
Tips
- Keep milestones to 4-8 per project. Too many and the client gets approval-fatigue; too few and you wait too long to invoice.
- Tie milestones to outcomes the client can observe ("draft delivered"), not internal events ("internal kickoff").