When creating an order you can choose when the charge will start and when it will end under ”charge details”.
A milestone is useful either when you want a charge to start/end on a date that you do not know when creating the order or when you have something that you want to achieve before the charge will start or end (like a implementation of other project related tasks).
If you want the charge to start with a milestone, choose milestone in the menu under ”start on”. If you want the order to end with a milestone you choose milestone in the menu under ”end on”.
Order> Add product> Subscription details> Start on Milestone
Then Also set what Milestone to start on field: Start Milestone. To create a Milestone to select in that field look for the card, Milestones where all your milestones will be showed.
Create a new Milestone
Name: What you want the milestone to be named.
Description: Description, if necessary.
Planned date: If you know what date is planned for the milestone to be reached, you can set that date here. If you do not know what date, leave this field empty.
Press SAVE
When a milestone is added you can choose that milestone in the menu ”start milestone” or ”end milestone” under ”charge details”.
When you want to set a date for the milestone (the date the milestone is/will be reached), press SET MILESTONE at the top of the page for the order.
Set Milestone is the key activity that will start your order as configured.
Select milestone: Here you select what milestone you want to set
Milestone date: The date for the milestone
Press SAVE