Help Center

Tips on using Science Exchange for R&D services.

Orders with Upfront Payments and Milestones

Providers are able to add upfront payments and milestones during the quoting phase of a request. Milestones allow providers to fulfill and bill throughout the duration of a project, rather than entirely upon completion.

Where applicable, check with your organization regarding their upfront payments and milestones policy prior to accepting an order.

Upfront payment and milestones are viewable on the quote.

When a provider marks a milestone complete, you will receive an email directing you to the order page. In order for Science Exchange to pay the provider in a timely manner, Requesters are required to mark the milestone complete. If the completion of the milestone is not declined in 14 days, the milestone will be completed automatically and payment issued to the provider on the agreed payment term.

If the deliverables are incomplete or have not yet been received, you may click the blue Review & Confirm button and select “Decline Completion.” Taking this action will move the milestone back to “In Progress” and the milestone will not auto-complete.

Your quote will indicate if an upfront payment is required in order to start work. A justification for the upfront payment, such as “Purchase of animals” or “Obtaining required reagents” is required for the Provider to submit the payment schedule.

If an upfront payment is required, requesters will receive an invoice for this payment and it will be clear whether the payment must be received prior to the initiation of work.

Once the payment is received and work can begin, the Provider will indicate on the “Order Progress” section of the order page that work has started.