Client work to collection

Step by step

1. Register client Account Owner

   Account Owner records the client, contact, billing terms, and owning organization. The client becomes Active when work is agreed.

   • Establish owner and billing terms
   • Updates Clients, Organizations

2. Scope engagement Engagement Manager

   Engagement Manager records the agreed fee, hours budget, dates, type, and delivery owner for the client.

   • Set value, budget, dates, and status
   • Updates Engagements, Clients

3. Assign delivery Engagement Manager

   Engagement Manager brings a Consultant into the work and checks the team member's rates and capacity.

   • Name the engagement manager and check member capacity
   • Updates Team members, Engagements

4. Review service Service Reviewer

   Submitting a billable line triggers its approval check; Service Reviewer follows approved lines and failures.

   • Check the automatic approval result or failed guard
   • Updates Service entries, Review decisions, Operation receipts

5. Approve milestone Milestone Approver

   Milestone Approver accepts the submitted deliverable before billing proceeds.

   • Accept a deliverable for billing
   • Updates Quote milestones, Record attachments
   ApprovalA person approves before the work moves on.

6. Record payment Billing Specialist

   Billing Specialist records collection against a milestone payment and checks the receipt result.

   • Record collection and operation result
   • Updates Quote milestone payments, Operation receipts

Account Owner

, Engagement Manager, Consultant, Service Reviewer, Milestone Approver, Billing Specialist, and Admin each own a distinct part of this handoff.