Milestone Transaction
Management

Organize projects, track milestones, and keep everyone aligned, from start to finish.
RBCPay provides a secure platform to manage milestone-based transactions for buyers, sellers, freelancers, contractors, and businesses. Keep your project details, documents, and communications in one place, with full transparency at every stage.
RBCPay is a marketplace transaction-management platform. It does not receive, hold, safeguard, or independently settle customer funds. Payments are processed separately by independent third-party payment providers according to their terms, policies, and applicable law.

How It Works

A simple process to manage your milestone transactions.
1

Create Your Project

Add project details, participants, milestones, and terms.
2

Track Milestones

Monitor progress, update status, and keep everyone informed.
3

Manage Documentation

Upload and store agreements, invoices, and supporting files in one place.
4

Communicate

Share updates, messages, and files with all parties involved.
5

Complete the Project

Record final delivery, review all documentation, and close the transaction.

Key Features

Document Management

Keep contracts, invoices, plans, and supporting files organized and accessible.

Participant Management

Invite and manage buyers, sellers, contractors, and team members.

Milestone Tracking

Set milestones, track progress, and receive update notifications.

Secure Communication

Keep all project-related conversations in one place.

Transaction Records

Maintain a complete history for reference and dispute resolution if needed.

Stay in Control of Your Projects

RBCPay helps you manage the details, stay organized, and keep your projects on track, without being a bank, escrow agent, or custodian of funds.

Frequently Asked Questions

No. RBCPay does not receive, hold, safeguard or independently settle customer funds. Payments are processed separately by independent third-party payment providers according to their terms, policies and applicable law.
No. RBCPay is a marketplace transaction-management platform. It is not a bank, escrow agent, trustee or custodian of customer funds.
An independent third-party payment provider selected for the transaction. That provider processes and settles the payment under its own terms, policies and applicable law.
Approval is recorded against the milestone on the transaction record. Whether and when funds move is determined by the applicable payment provider under its own rules, not by RBCPay.
Yes. Work carried out by an independent contractor, consultant or supplier can be recorded against milestones, with agreements, files and communications kept alongside it. RBCPay does not appoint, approve or vet service providers.

Start Your Milestone Transaction

Document your project. Track milestones. Keep your team aligned.
RBCPay is a marketplace platform. It does not receive, hold, safeguard, or independently settle customer funds. Payments are processed by independent third-party payment providers according to their terms, policies, and applicable law.