Skip to main content
Documentation
Documentation
Administrator Guide
Last Updated: 2023-06-23
Approve Milestone for Statement of Work

Approve Milestone for Statement of Work

After a milestone is created and the statement of work (SOW) is active, the vendor can request payment on each individual milestone. It works as follows:
  1. Vendor requests payment for a milestone.
  2. Client approval becomes necessary.
  1. From the header, select
    Statement of Work
    Statement of Work
    .
  2. Click the
    Milestones
     tab.
  3. Click any milestones with
    Pending Approval
    .
    The
    Approval Status
    , on the right side of the page, is where you can accept or reject.
  4. Before doing so, one must select to edit, and add the correct
    Charge Code
    .
    Assuming acceptance, an invoice line item is generated.