Corporate orders billed in stages, the stationery shelf keeps selling.
Follow Percetakan Mitra Grafika as it prints 500 desk calendars for PT Arunika Energi: proofs through the portal, fees billed per milestone, then tote bags from the same stock sold at the counter.
- Project value
- IDR 18,500,000
- Instalments
- 2 milestones
- Final invoice
- IDR 19,500,000
- Tote bag stock
- 240 → 139
- 0122 SepProject
The calendar order becomes a project.
PT Arunika Energi orders 500 desk calendars for 2027. Mitra Grafika creates a Fixed price project worth IDR 18,500,000 and splits it into two milestones, each with its own fee.
Projects & tasksPT Arunika Energi- Project
- 2027 Desk Calendar
- Design milestone
- IDR 2,500,000
- Print milestone · 500 calendars
- IDR 16,000,000
Project valueIDR 18,500,000
- 0222 Sep–2 OctProof
The client opens the proof and approves it in the portal.
The designer saves a link to the PDF proof under Assets on the Final proof task. Sari Wulandari from PT Arunika logs in to the portal, opens the link and leaves an approval comment. Notes marked Team only stay hidden.
Client portalPortal · Sari Wulandari- Design milestone
- 3 of 3 tasks done
- Assets
- Calendar proof v3 (Drive)
- Client comment
- Approved, go ahead and print.
ProofApproved 2 Oct
- 032–6 OctInstalment 1
The design fee is billed and the transfer recorded.
Once the proof is approved, the Design milestone fee is billed. The transfer arrives on 6 Oct and is recorded against that invoice, and the project page shows IDR 16,000,000 still to bill.
Payments & expensesInstalment 1 · Design- Design milestone fee
- IDR 2,500,000
- Issued
- 2 Oct 2026
- Paid, bank transfer
- 6 Oct 2026
Project value to goIDR 16,000,000
- 0410 OctInvoice
Print fee and tote bags on one invoice.
The calendars are printed, and PT Arunika adds 100 canvas tote bags for its partners. The Print milestone fee is pulled from the project, the tote bags are picked from the product list, and when the invoice is issued they leave stock along with their COGS.
Invoices & billingInstalment 2 invoice- Print milestone fee · 500 calendars
- IDR 16,000,000
- 100 × Canvas tote bag @ IDR 35,000
- IDR 3,500,000
- Tote bag stock
- 240 → 140
Invoice totalIDR 19,500,000
- 0512 OctCounter
Walk-in buyers at the front desk.
A student buys a ream of A4 paper and a tote bag. The IDR 90,000 receipt draws from the same stock as PT Arunika’s order, so the tote bag count stays one number.
Point of sale (POS)Receipt- 1 × A4 paper 70 gsm, 1 ream
- IDR 55,000
- 1 × Canvas tote bag
- IDR 35,000
- Total
- IDR 90,000
Tote bag stock139
The features behind this workflow.
- Projects & tasksOne project per order, its value split across milestones.
- Client portalClients open proofs and reply in the comments.
- Payments & expensesInstalment payments recorded against their invoices.
- Invoices & billingMilestone fees and stocked goods on one invoice.
- Products & stockTote bags and stationery with average cost.
- Point of sale (POS)Walk-in sales from the same stock.
FAQ
Common questions
What’s the difference between a milestone and a task?
A task is a single piece of work with an assignee, an hour estimate, a deadline and a Kanban column, and time is always logged against a task. A milestone groups several tasks within a project and has its own deadline, status and an optional fee you can bill. You add milestones from Milestones & Collaboration on the project page.
Can files be uploaded directly to projects?
Not yet. Project and task assets are links (such as to Figma or Google Drive) grouped into categories. Comments can also include asset links.
What can clients never see?
“Team only” comments, non-billable tasks, hidden projects or tasks, draft invoices, budgets, costs, expenses, and the books. What they do see: team members’ names on time logs, and the unit prices on the lines of issued invoices.
What devices and printers do I need?
A computer, laptop, or tablet with a browser. A barcode scanner that types the code and then Enter works straight away. Receipts print through the browser’s print dialog to a 58 mm or 80 mm thermal printer. Camera scanning and cash drawers that open automatically aren’t supported yet.
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