Active Workdesk CMS Documentation

How to send milestone payment requests to clients?

Answer: To send milestone requests the user have to follow the steps below:

  • Log in as a freelancer.

  • Go to the ‘Running’ sub-menu under the ‘Projects Menu.

  • Then click on the ‘Send Payment Request’ button of a particular project.

  • Finally, the user has to enter the payment amount and a message and send the request.

  • **One thing should be noticed, when the client pays the freelancer. The freelancer does not get all of the payment. Rather, a certain amount(commision amount according to the freelancer package) of the payment is deducted by the admin from the payment that has been sent. To get the money in hand from his/her balance, the  freelancer needs to send a withdrawal request to the site admin.