Getting Started

Set up your account and learn the basics.

Overview Create Account Create Workspace Invite Members Connect Freighter

Create and manage your team workspace.

Overview Create Workspace Invite Members Member Roles Workspace Settings

Manage client work, milestones, files, and payments.

Overview Creating Projects Timeline Files Client Portal Settings

Create, send, and track proposals with AI.

Overview AI Generator Edit Proposal Send Proposal Proposal Status Versions

Generate contracts and collect signatures.

Overview Generate Contract Contract Template Signatures Contract Status

Break projects into trackable milestones.

Overview Create Milestone Edit Milestone Approval Flow Release Payment

Secure payments with automated releases.

Overview Fund Escrow Release Funds Partial Release Refund Escrow Security

Track transactions and Stellar payments.

Overview Transaction History Stellar Payments Currency Conversion Failed Payments

Generate invoices and get paid faster.

Overview Create Invoice Invoice Status Payment Tracking Export Invoice

Manage clients and the client portal.

Overview Client Portal Invite Client Shared Files Communication

Connect your Stellar wallet with Freighter.

Overview Install Wallet Connect Wallet Sign Transaction Troubleshooting

Developer resources and API reference.

Overview Authentication Endpoints SDK Webhooks Examples

Encryption, permissions, and best practices.

Overview Encryption Wallet Security Permissions Best Practices

Frequently asked questions.

General Billing Escrow Payments Wallet

Edit Milestones

Modify milestones as project needs change.

Edit Milestones

Update milestones when project requirements evolve.

What You Can Edit

Title and description
Deadline and timeline
Payment amount
Deliverable details
Dependencies

Editing Process

Go to project milestones
Click on milestone to edit
Make changes
Save updates
Notify team of changes

Impact of Changes

Timeline adjustments affect project schedule
Budget changes require escrow updates
Scope changes may need client approval

Previous

Create Milestone

Next

Approval Flow

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Getting Started

Workspaces

Projects