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- Estimation & Quote Builder
- Process
- Collection review
Collection review
Follow milestone invoices through due dates, exceptions, and recorded receipts.
Step by step
-
Approve milestone Milestone Approver
Milestone Approver accepts a submitted deliverable for billing.
- Mark the checked deliverable Approved for billing
- Updates Quote milestones
ApprovalA person approves before the work moves on. -
Invoice milestone Billing Specialist
Billing Specialist runs the milestone invoice operation and checks its result.
- Record the invoice operation result
- Updates Quote milestones, Operation receipts
-
Record payment Billing Specialist
Billing Specialist enters invoice number, amount, due date, method, and paid date when known; Received records collection.
- Record collection and its receipt
- Updates Quote milestone payments, Operation receipts
-
Review margin Engagement Manager
Engagement Manager compares received and outstanding amounts with delivered and billed value.
- Compare collection with engagement value
- Updates Engagements, Quote milestones, Quote milestone payments
Who does what
Roles and permissions- Billing Specialist
- Manages payment records and collection exceptions.
- Milestone Approver
- Owns the prior acceptance decision.
- Engagement Manager
- Reviews commercial exposure.
- Account Owner
- Handles the client conversation when needed.
Set up Estimation & Quote Builder your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.