Milestones are used to define deliverables and payments that you and your freelancer or agency have agreed upon. Defining milestones helps to set clear expectations, prevent miscommunication, and create a natural feedback channel as the contract progresses. This is especially helpful for larger contracts as it allows you and your freelancer or agency to work together and earn each other’s trust before continuing on with later phases of the contract.
You and your freelancer or agency can continue adding milestones throughout the duration of the contract, as required. Additionally, you have the ability to delete or edit the title, due date, and amount, of any future milestones that have not yet been activated and funded. Active milestones cannot be edited.
Freelancers and agencies can also send you requests to add, edit, and delete future milestones. If your freelancer or agency submits a milestone change request you will be notified by email and can accept or reject their request. You will need to respond to the request before you can make any additional changes.
If you and your freelancer have agreed to add another milestone
- Go to Jobs > My Jobs
- Open the contract you wish to update
- Click the + New Milestone button
- Enter the Milestone details and click Save or Save and Add Another
Please note: You may only fund one milestone at a time on a specific contract. Funds must be released on the current milestone before the next one can be activated and funded. However, you can release a partial milestone payment and any remaining funds can be used to fund the next milestone, or you can request an escrow refund for the remaining amount if you and your freelancer or agency are ending the contract. When you approve a milestone you will be asked if you want to end the contract or keep it open. You can then activate (or create) the next milestone.
To edit or delete future milestones
- Go to Jobs > My Jobs and select the contract
- Click the title of the milestone you want to change in "Upcoming milestones"
- Edit or delete the milestone as appropriate
To respond to a milestone change request
- Click the link provided in the email or Review changes in the contract room
- Select Accept or Decline as appropriate
Note: You will not be able to make changes to future milestones while a freelancer milestone request is pending; you need to accept or decline the suggested change first.