Read payment and payout status from the record.
Keep customer payment, fees, milestone release, reserves, adjustments, and contractor payout status distinct and traceable.
Direct answer
Customer payment, milestone approval, payout eligibility, processor transfer, and bank arrival are different states. Completa Pro should show the state the platform actually knows rather than collapsing them into “paid.”
Four phases
How the workflow works.
- 01
Confirm the project terms
Review the project amount, milestone schedule, applicable fees, processing treatment, reserves, and payout conditions before commitment.
- 02
Track funding separately
A submitted payment can still be pending, fail, return, be refunded, or enter review. Do not treat submission as settled cash.
- 03
Complete the milestone record
Provide the required completion evidence and follow the customer review and any hold or dispute state.
- 04
Reconcile the payout
Read gross amount, deductions, reserves, adjustments, transfer status, and released amounts from the payout record.
What stays in the record
- Customer payment state
- Milestone approval state
- Fees, deductions, and reserves
- Payout and transfer state
Related workflows
Take the workflow into your next job.
The operating details live in Completa Pro.