These cookies are required for the website to function properly. They ensure security, enable basic features like page navigation, and store user session data. You cannot disable these cookies.
- Engineering Services PSA
- Process
- Milestone to invoice
Milestone to invoice
A milestone names the deliverable, owner, due date and amount that support billing. Its engagement link makes the invoice action part of the same commercial commitment as service work and contract value. Review the deliverable before asking the invoice workflow to act.
Step by step
-
Milestone planning Engagement Manager
Engagement Manager creates the milestone against an engagement with owner, due date and amount.
- Defines due work and commercial amount
- Updates Milestones, Engagements, Team members
-
Deliverable submission Engagement Manager
Engagement Manager checks the deliverable summary and moves the milestone from Pending to Submitted.
- Presents the deliverable for decision
- Updates Milestones, Record attachments
-
Milestone approval Delivery Director
Delivery Director reviews the delivered result and approves it for billing.
- Records approval for billing
- Updates Milestones
ApprovalA person approves before the work moves on. -
Milestone invoicing Finance Manager
The invoice workflow checks that an Approved milestone has an amount and engagement, moves it to Invoiced and writes an operation receipt.
- Advances valid approved work
- Updates Milestones, Operation receipts
-
Payment scheduling Finance Manager
Finance Manager records the related payment with invoice number, amount and due date for collection follow-up.
- Establishes invoice and due-date follow-up
- Updates Milestone payments, Milestones
Who does what
Roles and permissions- Engagement Manager
- Prepares the deliverable; Delivery Director decides approval; Finance Manager handles invoice and payment records; Admin checks permissions.
Set up Engineering Services PSA your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.