Sales quote billing milestones
A milestone of a sales quote billing plan, with the percent of the line quantity billable once the milestone is reached.
Fields
The API name is what the API, MCP and the CLI use.
| Name | API name | Type | Required | Description |
|---|---|---|---|---|
| ID | id | Record ID | Yes | |
| Quote | salesquoteId | Reference | Yes | |
| Sequence | sequence | Whole Number | Yes | Whole number without fractional part. |
| Milestone date | date | Date | Calendar date for this value. | |
| Percent | percent | Percent | Yes | Share of the line quantity billable when the milestone is reached. |
| Milestone | milestone | Constant | Yes | Fixed option from the allowed set for this field. |
| Created by | createdBy | User | ||
| Created at | createdAt | Date and Time | Yes | |
| Updated by | updatedBy | User | ||
| Updated at | updatedAt | Date and Time | Yes | |
| Sent by | sentBy | User | ||
| Sent at | sentAt | Date and Time | ||
| Blocked by | blockedBy | User | ||
| Blocked at | blockedAt | Date and Time | ||
| Archived by | archivedBy | User | ||
| Archived at | archivedAt | Date and Time |
Relations
Owned records (solid line) are deleted with their owner. Grouped records (dashed line) can exist alone.
| Field | Points to | Kind |
|---|---|---|
Quote salesquoteId | Sales quotes | owned by |
Actions
What you can do with a record. Every action also sends the webhook event salesquotebillingplans.<action>. Reads (find, get, count) work on every table.
| Name | API name | Description | Where |
|---|---|---|---|
| Create | create | Add a new billing milestone. | App · WebMCP · API · MCP · CLI |
| Edit | update | Save changes to this billing milestone. | App · API · MCP · CLI |
| Delete | delete | Delete this billing milestone and the data that belongs with it. This cannot be undone. | App · WebMCP · API · MCP · CLI |