Skip to content

Billing Milestones

Billing milestones allow you to set up billable items in a project that are separate from the Task Tracker work and have invoicing rules. A set of billing milestones in a project is known as the Billing Schedule.

Fetching a list of Billing Milestones

Request

Gets a list of billing milestones.

This endpoint returns structured Billing Milestones objects. As with all Kantata OX API endpoints, the returned data will be referenced in sorted order in the results array and will be indexed by ID in the billing_milestones top-level JSON key. Please see our Response Format section for more information.

Query
date_betweenstring

Filter by a range of invoice dates. Format as YYYY-MM-DD:YYYY-MM-DD. The filter is inclusive.

external_reference_external_messagestring

Filter the objects based on the external message of their associated external references. This is an exact match.

external_reference_external_statusstring

Filter by the status of the external object in the external system.

external_reference_service_modelstring

Filter by the type of the external object this external reference belongs to.

external_reference_service_model_refinteger, (int32)

Filter by the id of the external object this external reference belongs to.

external_reference_service_model_refsstring

Filter for objects that correlate to the specified external object IDs. Provide a comma-separated list of up to 200 external IDs.

external_reference_service_namestring

Filter by the name of the provider for integration.

external_reference_statusstring

Filter by the status of the integration, this can be successful or fail.

has_external_referencesboolean

Filter by whether or not the object has external references.

includestring

Any of the below associations can be included in your request by providing the include param, e.g. include=association1,association2.

  • external_references (ExternalReference) - Includes references to external integrations for this object.
  • invoices (Invoice) - Retrieves the invoices that the billing milestones are on. The response will include invoice_ids, which references the data in the invoices top-level key.
  • story (Story) - Retrieves the task associated with the billing milestone. The response will include story_id, which references the data in the stories top-level key.
  • workspace (Workspace) - Retrieves the project that the billing milestone is in. The response will include workspace_id, which references the data in the workspaces top-level key.
onlystring

Allows you to request one or more resources directly by ID. Multiple IDs can be supplied in a comma separated list, like GET /api/v1/workspaces.json?only=5,6,7.

orderstring

Supply order with the name of a valid sort field for the endpoint and a direction.

Valid values: created_at:asc and created_at:desc.

Default:"created_at:desc"
pageinteger, (int32)
Default:1
per_pageinteger, (int32), <= 200
Default:20
story_idsstring

Filter for billing milestones associated to specific tasks. Provide a comma-separated list of task IDs. For example, 10,20.

without_external_reference_service_namestring

Exclude by the existence of an external reference with the specified service name.

workspace_idsstring

Filter by the workspace. Provide a comma-separated list of workspace IDs. For example, 10,20.

GET
/billing_milestones
curl -i -X GET \
  'https://api.mavenlink.com/api/v1/billing_milestones?date_between=string&external_reference_external_message=string&external_reference_external_status=string&external_reference_service_model=string&external_reference_service_model_ref=0&external_reference_service_model_refs=string&external_reference_service_name=string&external_reference_status=string&has_external_references=true&include=string&only=string&order=created_at%3Adesc&page=1&per_page=20&story_ids=string&without_external_reference_service_name=string&workspace_ids=string'

Responses

A list of Billing Milestones have been retrieved.

Bodyapplication/json
countinteger, (int32)
metaobject
resultsArray of objects
billing_milestonesobject
external_referencesobject
workspacesobject
storiesobject
invoicesobject
Response
{ "count": 0, "meta": { "count": 0, "page_count": 0, "page_number": 0, "page_size": 0 }, "results": [ { "key": "string", "id": "string" } ], "billing_milestones": { "property1": { "amount_in_cents": 0, "billing_type": "string", "created_at": "2019-08-24T14:15:22Z", "currency": "string", "date_to_invoice": "2019-08-24", "external_reference_ids": [ "string" ], "invoice_id": "string", "invoice_ids": [ "string" ], "story_id": "string", "title": "string", "updated_at": "2019-08-24T14:15:22Z", "workspace_id": "string" }, "property2": { "amount_in_cents": 0, "billing_type": "string", "created_at": "2019-08-24T14:15:22Z", "currency": "string", "date_to_invoice": "2019-08-24", "external_reference_ids": [ "string" ], "invoice_id": "string", "invoice_ids": [ "string" ], "story_id": "string", "title": "string", "updated_at": "2019-08-24T14:15:22Z", "workspace_id": "string" } }, "external_references": { "property1": { "created_at": "2019-08-24T14:15:22Z", "external_link": "string", "external_message": "string", "external_status": "string", "last_synced_at": "2019-08-24T14:15:22Z", "locked": true, "service_model": "string", "service_model_ref": "string", "service_name": "string", "status": "string", "subject_id": 0, "subject_ref": { "key": "string", "id": "string" }, "subject_type": "string", "updated_at": "2019-08-24T14:15:22Z" }, "property2": { "created_at": "2019-08-24T14:15:22Z", "external_link": "string", "external_message": "string", "external_status": "string", "last_synced_at": "2019-08-24T14:15:22Z", "locked": true, "service_model": "string", "service_model_ref": "string", "service_name": "string", "status": "string", "subject_id": 0, "subject_ref": { "key": "string", "id": "string" }, "subject_type": "string", "updated_at": "2019-08-24T14:15:22Z" } }, "workspaces": { "property1": { "access_level": "string", "account_color_id": "string", "account_id": 0, "account_insights_mapping_ids": [ "string" ], "actual_fees_includes_additional_line_items": true, "actual_fees_includes_expenses": true, "approver_id": "string", "approver_ids": [ "string" ], "archived": true, "billable_minutes": 0, "billing_milestone_ids": [ "string" ], "budget_remaining": "string", "budget_used": "string", "budget_used_in_cents": 0, "budgeted": true, "can_create_line_items": true, "can_invite": true, "change_orders_enabled": true, "client_lead_name": "string", "client_role_name": "string", "consultant_role_name": "string", "created_at": "2019-08-24T14:15:22Z", "creator_id": "string", "currency": "string", "currency_base_unit": 0, "currency_symbol": "string", "current_status_report_id": "string", "current_user_participation_id": "string", "custom_field_value_ids": [ "string" ], "default_rate": "string", "description": "string", "due_date": "2019-08-24", "effective_due_date": "2019-08-24", "estimated_minutes": 0, "exclude_archived_stories_percent_complete": true, "expenses_in_burn_rate": true, "external_link": { "url": "string", "text": "string" }, "external_reference_ids": [ "string" ], "financial_viewer_ids": [ "string" ], "has_active_expense_report_submissions": true, "has_active_timesheet_submissions": true, "has_budget_access": true, "incoming_email_address": "string", "lock_date": "2019-08-24", "minutes_logged": 0, "next_uncompleted_milestone_id": "string", "non_billable_minutes": 0, "over_budget": true, "participant_ids": [ "string" ], "participation_ids": [ "string" ], "percent_of_budget_used": 0, "percentage_complete": 0, "permissions": { "can_upload_files": true, "can_private_message": true, "can_join": true, "is_participant": true, "access_level": "string", "team_lead": true, "user_is_client": true, "can_change_price": true, "can_change_story_billable": true, "can_post": true, "can_edit": true, "restricted": true, "can_see_financials": true, "is_guest_on_project": true }, "possible_approver_ids": [ "string" ], "posts_require_privacy_decision": true, "price": "string", "price_in_cents": 0, "primary_counterpart_id": "string", "primary_maven_id": "string", "primary_workspace_group_id": "string", "provider_lead_name": "string", "rate_card_id": 0, "require_expense_approvals": true, "require_notes_on_time_entries": true, "require_time_approvals": true, "revenue_recognition_method_id": "string", "revenue_recognition_method_name": "string", "stage": "string", "start_date": "2019-08-24", "status": { "color": "string", "key": "string", "message": "string" }, "status_report_ids": [ "string" ], "stories_are_fixed_fee_by_default": true, "target_margin": 0.1, "task_status_set_id": "string", "task_status_set_name": "string", "task_statuses": [ "string" ], "tasks_default_non_billable": true, "time_trackable": true, "timesheet_submission_ids": [ "string" ], "title": "string", "total_expenses_in_cents": 0, "total_invoiced": "string", "total_minutes_approved": 0, "updated_at": "2019-08-24T14:15:22Z", "workspace_group_ids": [ "string" ], "workspace_invoice_preference_id": 0, "workspace_resource_ids": [ "string" ], "workspace_resources_with_unnamed_ids": [ "string" ] }, "property2": { "access_level": "string", "account_color_id": "string", "account_id": 0, "account_insights_mapping_ids": [ "string" ], "actual_fees_includes_additional_line_items": true, "actual_fees_includes_expenses": true, "approver_id": "string", "approver_ids": [ "string" ], "archived": true, "billable_minutes": 0, "billing_milestone_ids": [ "string" ], "budget_remaining": "string", "budget_used": "string", "budget_used_in_cents": 0, "budgeted": true, "can_create_line_items": true, "can_invite": true, "change_orders_enabled": true, "client_lead_name": "string", "client_role_name": "string", "consultant_role_name": "string", "created_at": "2019-08-24T14:15:22Z", "creator_id": "string", "currency": "string", "currency_base_unit": 0, "currency_symbol": "string", "current_status_report_id": "string", "current_user_participation_id": "string", "custom_field_value_ids": [ "string" ], "default_rate": "string", "description": "string", "due_date": "2019-08-24", "effective_due_date": "2019-08-24", "estimated_minutes": 0, "exclude_archived_stories_percent_complete": true, "expenses_in_burn_rate": true, "external_link": { "url": "string", "text": "string" }, "external_reference_ids": [ "string" ], "financial_viewer_ids": [ "string" ], "has_active_expense_report_submissions": true, "has_active_timesheet_submissions": true, "has_budget_access": true, "incoming_email_address": "string", "lock_date": "2019-08-24", "minutes_logged": 0, "next_uncompleted_milestone_id": "string", "non_billable_minutes": 0, "over_budget": true, "participant_ids": [ "string" ], "participation_ids": [ "string" ], "percent_of_budget_used": 0, "percentage_complete": 0, "permissions": { "can_upload_files": true, "can_private_message": true, "can_join": true, "is_participant": true, "access_level": "string", "team_lead": true, "user_is_client": true, "can_change_price": true, "can_change_story_billable": true, "can_post": true, "can_edit": true, "restricted": true, "can_see_financials": true, "is_guest_on_project": true }, "possible_approver_ids": [ "string" ], "posts_require_privacy_decision": true, "price": "string", "price_in_cents": 0, "primary_counterpart_id": "string", "primary_maven_id": "string", "primary_workspace_group_id": "string", "provider_lead_name": "string", "rate_card_id": 0, "require_expense_approvals": true, "require_notes_on_time_entries": true, "require_time_approvals": true, "revenue_recognition_method_id": "string", "revenue_recognition_method_name": "string", "stage": "string", "start_date": "2019-08-24", "status": { "color": "string", "key": "string", "message": "string" }, "status_report_ids": [ "string" ], "stories_are_fixed_fee_by_default": true, "target_margin": 0.1, "task_status_set_id": "string", "task_status_set_name": "string", "task_statuses": [ "string" ], "tasks_default_non_billable": true, "time_trackable": true, "timesheet_submission_ids": [ "string" ], "title": "string", "total_expenses_in_cents": 0, "total_invoiced": "string", "total_minutes_approved": 0, "updated_at": "2019-08-24T14:15:22Z", "workspace_group_ids": [ "string" ], "workspace_invoice_preference_id": 0, "workspace_resource_ids": [ "string" ], "workspace_resources_with_unnamed_ids": [ "string" ] } }, "stories": { "property1": { "ancestor_ids": [ "string" ], "ancestry_depth": 0, "archived": true, "archived_editable": true, "assigned_role_id": "string", "assignee_ids": [ "string" ], "assignment_timestamped_at": "2019-08-24T14:15:22Z", "attachment_ids": [ "string" ], "billable": true, "budget_estimate_in_cents": 0, "budget_used_in_cents": 0, "can_align_time": true, "can_edit": true, "can_post": true, "created_at": "2019-08-24T14:15:22Z", "creator_id": "string", "current_assignment_ids": [ "string" ], "custom_field_value_ids": [ "string" ], "custom_task_status_id": 0, "deleted_at": "2019-08-24T14:15:22Z", "descendant_ids": [ "string" ], "description": "string", "due_date": "2019-08-24", "external_reference_ids": [ "string" ], "fixed_fee": true, "follower_ids": [ "string" ], "formatted_description": "string", "google_document_ids": [ "string" ], "has_out_of_bounds_sads": true, "invoiced_balance_in_cents": 0, "is_time_trackable_type": true, "logged_billable_time_in_minutes": 0, "logged_nonbillable_time_in_minutes": 0, "parent_id": "string", "parsed_description": "string", "percentage_complete": 0, "position": 0, "potential_workspace_resource_ids": [ "string" ], "potential_workspace_resources_with_unnamed_ids": [ "string" ], "priority": 0, "project_plan": true, "read_only": true, "render_description_markdown": true, "reply_ids": [ "string" ], "root_id": "string", "source_dependency_ids": [ "string" ], "start_date": "2019-08-24", "state": "string", "status": "string", "story_state_change_ids": [ "string" ], "story_task_ids": [ "string" ], "story_type": "string", "sub_stories_billable_time_in_minutes": 0, "sub_stories_budget_estimate_in_cents": 0, "sub_stories_budget_used_in_cents": 0, "sub_stories_time_estimate_in_minutes": 0, "sub_story_count": 0, "sub_story_ids": [ "string" ], "subtree_depth": 0, "tag_ids": [ "string" ], "target_dependency_ids": [ "string" ], "time_estimate_in_minutes": 0, "time_trackable": true, "title": "string", "uninvoiced_balance_in_cents": 0, "updated_at": "2019-08-24T14:15:22Z", "weight": 0, "workspace_id": "string", "workspace_resource_ids": [ "string" ], "workspace_resources_with_unnamed_ids": [ "string" ] }, "property2": { "ancestor_ids": [ "string" ], "ancestry_depth": 0, "archived": true, "archived_editable": true, "assigned_role_id": "string", "assignee_ids": [ "string" ], "assignment_timestamped_at": "2019-08-24T14:15:22Z", "attachment_ids": [ "string" ], "billable": true, "budget_estimate_in_cents": 0, "budget_used_in_cents": 0, "can_align_time": true, "can_edit": true, "can_post": true, "created_at": "2019-08-24T14:15:22Z", "creator_id": "string", "current_assignment_ids": [ "string" ], "custom_field_value_ids": [ "string" ], "custom_task_status_id": 0, "deleted_at": "2019-08-24T14:15:22Z", "descendant_ids": [ "string" ], "description": "string", "due_date": "2019-08-24", "external_reference_ids": [ "string" ], "fixed_fee": true, "follower_ids": [ "string" ], "formatted_description": "string", "google_document_ids": [ "string" ], "has_out_of_bounds_sads": true, "invoiced_balance_in_cents": 0, "is_time_trackable_type": true, "logged_billable_time_in_minutes": 0, "logged_nonbillable_time_in_minutes": 0, "parent_id": "string", "parsed_description": "string", "percentage_complete": 0, "position": 0, "potential_workspace_resource_ids": [ "string" ], "potential_workspace_resources_with_unnamed_ids": [ "string" ], "priority": 0, "project_plan": true, "read_only": true, "render_description_markdown": true, "reply_ids": [ "string" ], "root_id": "string", "source_dependency_ids": [ "string" ], "start_date": "2019-08-24", "state": "string", "status": "string", "story_state_change_ids": [ "string" ], "story_task_ids": [ "string" ], "story_type": "string", "sub_stories_billable_time_in_minutes": 0, "sub_stories_budget_estimate_in_cents": 0, "sub_stories_budget_used_in_cents": 0, "sub_stories_time_estimate_in_minutes": 0, "sub_story_count": 0, "sub_story_ids": [ "string" ], "subtree_depth": 0, "tag_ids": [ "string" ], "target_dependency_ids": [ "string" ], "time_estimate_in_minutes": 0, "time_trackable": true, "title": "string", "uninvoiced_balance_in_cents": 0, "updated_at": "2019-08-24T14:15:22Z", "weight": 0, "workspace_id": "string", "workspace_resource_ids": [ "string" ], "workspace_resources_with_unnamed_ids": [ "string" ] } }, "invoices": { "property1": { "additional_item_ids": [ "string" ], "balance_in_cents": 0, "billing_milestone_ids": [ "string" ], "created_at": "2019-08-24T14:15:22Z", "currency": "string", "currency_base_unit": 0, "currency_symbol": "string", "draft": true, "due_date": "2019-08-24", "expense_ids": [ "string" ], "external_reference_ids": [ "string" ], "fixed_fee_item_ids": [ "string" ], "invoice_date": "2019-08-24", "message": "string", "payment_schedule": 0, "project_code": "string", "purchase_order": "string", "recipient_id": "string", "status": "string", "tax_rate": 0.1, "time_entry_ids": [ "string" ], "title": "string", "updated_at": "2019-08-24T14:15:22Z", "user_id": "string", "user_invoice_number": 0, "user_invoice_title": "string", "workspace_ids": [ "string" ] }, "property2": { "additional_item_ids": [ "string" ], "balance_in_cents": 0, "billing_milestone_ids": [ "string" ], "created_at": "2019-08-24T14:15:22Z", "currency": "string", "currency_base_unit": 0, "currency_symbol": "string", "draft": true, "due_date": "2019-08-24", "expense_ids": [ "string" ], "external_reference_ids": [ "string" ], "fixed_fee_item_ids": [ "string" ], "invoice_date": "2019-08-24", "message": "string", "payment_schedule": 0, "project_code": "string", "purchase_order": "string", "recipient_id": "string", "status": "string", "tax_rate": 0.1, "time_entry_ids": [ "string" ], "title": "string", "updated_at": "2019-08-24T14:15:22Z", "user_id": "string", "user_invoice_number": 0, "user_invoice_title": "string", "workspace_ids": [ "string" ] } } }