Booking to invoice

Step by step

1. Approve Booking Studio Manager

   Studio Manager approves the order and confirms its fulfillment route.

   • Studio Manager approves the order and confirms its fulfillment route.
   • Updates Bookings, Booking items, Approvals
   ApprovalA person approves before the work moves on.

2. Prepare Delivery Studio Manager

   Studio Manager follows production or allocation work tied to the booking.

   • Studio Manager follows production or allocation work tied to the booking.
   • Updates Bookings, Booking items

3. Ship Order Studio Manager

   Studio Manager reviews shipment against the booking where goods are involved.

   • Studio Manager checks shipment against the booking where goods are involved.
   • Updates Bookings, Booking items, Shipments, Shipment items

4. Issue Invoice Finance Manager

   Finance Manager reviews the order and posts the customer invoice.

   • Finance Manager reviews the order and posts the customer invoice.
   • Updates Bookings, Invoices, Invoice items

5. Close Booking Studio Manager

   Studio Manager checks delivery and invoice state before closure.

   • Studio Manager checks delivery and invoice state before closure.
   • Updates Bookings, Booking items, Shipments, Invoices

Photographer

Owns the customer conversation; Sales Coordinator maintains the customer and offer details; Studio Manager makes approval decisions; Finance Manager checks billing where the process reaches an invoice.