Overview
If you’re an independent contractor on Worksome, you can be hired on a milestone-based contract. Each milestone has its name, due date, and amount, simplifying both project scope and payment requests.
Benefits for Contractors
Transparent Payment Stages – Get paid for each completed milestone.
Progress Clarity – Easily track which milestones are pending, submitted, or fully paid.
Organized Project Flow – Break a large project into manageable chunks.
1. Viewing Milestones
Check Your Contract
Open the Conversation page.
Click Contract Details to see each milestone’s name, due date, and amount.
No Editing
You can view, but cannot edit, the milestones set by the client.
2. Requesting Payment
Step 1: Create a Payment Request
Go to Payment Requests or click Request Payment.
Enter Work Dates
Specify the billing period.
Milestone due dates won’t auto-fill, so always enter your actual work period.
Step 2: Select a Milestone
In the Milestone Section, choose which milestone you’re billing for.
Only open milestones (no pending or completed payment request) will appear in the dropdown.
Step 3: Send Payment Request
Submit the Request
Once submitted, the milestone status changes to 🟠 (orange), indicating it’s awaiting client approval.
Await Approval
After the client approves, the milestone updates to 🟢 (green), signifying it’s fully paid/completed.
One Milestone → One Payment Request
You can’t submit multiple payments for the same milestone while the first is pending or completed.
If your request is rejected, you may create a new request for that same milestone.
3. Draft Payment Requests & Edits
Multiple Drafts: You can have several draft payment requests for one milestone, but only one submission can be active at a time.
Contract Updates: If the client edits a milestone while you have a draft, your draft’s selected milestone will be cleared. You’ll need to accept the new generated contract and reselect the updated milestone version.
Need Help?
Chat: Use the chat button in your Worksome dashboard.
Email: hello@worksome.com
With milestone-based contracts, you have a clear structure for getting paid at every step of a project—giving you the confidence and clarity needed to focus on delivering great work.
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