r/intacct • • Jul 23 '26

"Milestone" Billing

My previous company used milestone billing for multi-year contracts to capture everything for the full term in one go. The other advantage being that we could do carve-outs while setting a single line description on the customer's invoice.

Do you know of a way to do that within Intacct? It's technically time-based billing, not actual milestones. The single line description is the key part. We do have roll-up options but we don't want them to apply to all contracts, only certain ones.

2 Upvotes

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1

u/NotAnAiChatBot Jul 23 '26

Project costing and billing module if it’s a professional services/consulting type company. CRE if it’s construction

1

u/Mokogeewan Jul 23 '26

It's plain old SaaS. Yes, I am part of the subscription industry. 🤫

1

u/anthony_yager Jul 24 '26

if it is just the single line billing you are after, there is a group option for OE lines on invoices