Finance Officer prepares the appointment's financial handoff from its service charges, add-on charges and payment records. Operations Reviewer decides which charges are eligible for posting. Property Manager completes the visit only after the payment position or explicit outstanding-account acknowledgment has been established.
Finance Officer checks each service description, amount and appointment link. Include the visit's add-on charges in the review. Keep Draft, Posted and Voided entries distinguishable so the final total can be explained from its source.
Operations Reviewer checks the submitted final list and supporting evidence. Authorize eligible charges to move from Draft to Posted. Return discrepancies for correction before relying on the amounts in the completion process.
Finance Officer matches the payment reference and amount to the provider-confirmed outcome. A Pending receipt becomes Confirmed through that separate confirmation. Review Refunded entries distinctly when explaining the payment position.
Finance Officer totals posted service charges and posted add-on charges separately, then compares their combined amount with confirmed receipts. If money remains outstanding, obtain the explicit acknowledgment required for completion under the shop's agreed review policy.
Property Manager submits completion after the financial conditions are satisfied. The visit moves from in service to Completed and the chair moves to Sanitizing. The chair needs its inspection before returning to Available.
And how to keep it from happening.
Start free, then use Proto to change fields, steps and approvals before your team goes live.