Eano Pro automatically generates a payment schedule for your project.
If the default milestones meet your needs, there’s no action required—you can proceed as is.
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However, if you prefer to customize the payment schedule, you can create your own Payment Template. Simply navigate to the Resources section and select Milestone Templates to create a new one tailored to your preferences.
Find milestone template and create one
Choose Your Own Milestone Payment Template
Once you create your payment schedule template, you can select a payment template that you saved previously or save the current payment schedule as the current template.
Upon milestone completion, the system automatically triggers an invoice, and SMS or email reminders are sent to the customer to help you follow up on payments. Your team can upload photos and notes at each milestone to keep customers updated on the project's progress.
Payment Milestone Settings/Options
Sample 1: You may disable invoicing for certain milestones by clicking on the toggle button:
Note: Just make sure that the percentage totals 100% or the total construction cost is equal
whenever you disable or change the numbers/percentages:
Sample 2: You may rename the milestones by clicking on the box below
Sample 3: You may also re-arrange these milestones by dragging the icon below:
Sample 4: same with the Scope line items, you can also customize the
amount ($ Dollars) or percentage (% Percentage) of each milestone.
As long as the total would be 100% or tallied to the total construction cost.
More Payment Milestone Settings
After clicking the Settings, the prompt below will appear:
Milestone settings are fully customizable to meet the needs of each project and client.
You can edit key project details through customizable settings that help streamline your workflow and improve communication with clients. These include:
1. Completion Settings
Control how and when milestones are marked as complete.
✅ Allow all milestones to be completed without a note or photo
If this setting is enabled, team members can mark milestones as complete at any time, even without uploading progress photos or notes. This is useful for fast-paced projects or when documentation is not strictly required.
2. Client Billing Settings
✅ Allow milestones to be set as payable or non-payable
This feature gives you flexibility to choose which milestones require payment and which are done as part of the overall scope without an individual charge. Handy for bonus work or courtesy additions.
3. Internal Estimation Settings
Plan your project timeline and budget with internal tools that aren’t visible to the client.
✅ Add projected start and completion dates
✅ Set expected spending per milestone
This allows for better financial forecasting and timeline tracking, helping you stay ahead of schedule and within budget.
🗓️ You can also define your team’s work days (S M T W T F S) to align task timelines with your actual availability.
4. Automatic Payment Setting
Speed up the payment process with automated billing.
✅ Automatically request payment on the first milestone
Once the contract is signed online, the system can instantly trigger a payment request for the first milestone—no manual follow-up required.
💰 Example: First Milestone = $1,234 | Payment Required
If you have edited any of these settings, simply scroll down within the Milestone Settings prompt and click on the blue button “Save Changes”
Important Notes
After your client signs the contract, the "Reset Payment Milestone" button will be disabled to prevent any changes or accidental resets of payment milestones.
After you sign the contract, the invoice will be sent out. However, you will still be able to manually adjust the milestones at this stage while you haven’t posted any updates yet..
Once you post an update in a specific payment milestone, it signifies that the project has officially started and you cannot make any further adjustments to the last updated milestones.
After the project has started, any changes to the payment milestones must be made through the “Add Change Order” feature. This ensures that all modifications to the contract are properly documented, making it easier to track expenses and income as needed.
How to Create A Change Order