Progress billing

Check the certified amount and supporting certificate.

Step by step

Submit billing Document Owner

Document Owner submits a claim against the parent record. Keep the source record open while checking the supporting amount, organization and relevant revision. Record the result before the next owner acts.
- Document Owner submits a claim against the parent record.
- Updates Progress billings, Accounting documents
Certify billing Billing Reviewer

Billing Reviewer decides against certificate evidence. Keep the source record open while checking the supporting amount, organization and relevant revision. Record the result before the next owner acts.
- Billing Reviewer decides against certificate evidence.
- Updates Progress billings, Record attachments
ApprovalA person approves before the work moves on.
Complete certified scope Billing Reviewer

Billing Reviewer confirms approved certified scope. Keep the source record open while checking the supporting amount, organization and relevant revision. Record the result before the next owner acts.
- Billing Reviewer confirms approved certified scope.
- Updates Progress billings, Operation receipts

And how to keep it from happening.

Wrong parent. Check that the attached certificate belongs to the billing’s parent document.
Amount mismatch. Compare the certified amount with the file before changing the billing status.
Incomplete certificate. Leave the case with Billing Reviewer for follow-up or record Rejected.

Start free, then use Proto to change fields, steps and approvals before your team goes live.