Using Milestone dates in OpenAir

Using Milestone dates can be a bit tricky. Milestones have both Start & End dates.  The Start Date (if left blank) will default to the Project Properties Start Date, so be careful when using the Task/Milestone to drive billing rules as leaving it blank will trigger Projected Billing when Generating Charge Projections for a project, even if the Billing Rule is smart enough to only generate charges upon Milestone completion.  The same is true if you populate any date that has already passed.

For a client we recently worked with, we hid the Milestone End Date, then recommended they use a future date any Milestone Start Dates so that they can manually trigger billing by marking them 100% complete in the Task form.

Also you need to also keep in mind, if you set the Start Date to a day that falls outside of the default Company Work Schedule, it will send the billing to the following workday, so beware adding Milestone charges to the very end of a calendar month that may fall on a weekend and trigger the billing the following Monday.