Match confirmed payment to the filing charge and review the engagement position.
Billing Specialist checks payment due dates and invoice references. Investigate Overdue and Disputed items with Engagement Manager, using the filing deliverable and engagement to explain the charge. Keep the reason for a dispute in the reference note.
Billing Specialist compares the bank or payment-provider confirmation with the intended filing deliverable payment. Check the amount and payment method before recording the paid date. Agree a matching procedure for partial amounts and repeated confirmations during setup.
Billing Specialist marks the matched payment Received. The collection workflow records a Payment Record operation receipt. Inspect the result and compare the deliverable's received money with its outstanding amount. Engagement Manager marks the deliverable Paid only after Billing Specialist reconciles the balance.
Partner reviews fee, delivered value and billing in Engagement Margin Desk. Engagement Manager records Completed when the delivery review is finished, while Billing Specialist continues to follow unresolved collections. Keep the evidence for delivery completion and payment receipt separately understandable.
And how to keep it from happening.
Start free, then use Proto to change fields, steps and approvals before your team goes live.