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- Estimation & Quote Builder
- Process
- Milestone to invoice
Milestone to invoice
Check a delivered milestone, approve it, and verify the invoice operation.
Step by step
-
Scope engagement Engagement Manager
Engagement Manager establishes the client work, agreed fee, and delivery owner.
- Establish client and value context
- Updates Engagements, Clients
-
Submit milestone Engagement Manager
Engagement Manager records the deliverable, amount, due date, and owner, then submits it for review.
- Present the deliverable and billing amount
- Updates Quote milestones, Record attachments
-
Approve milestone Milestone Approver
Milestone Approver checks the deliverable and decides whether billing may proceed.
- Mark the checked deliverable Approved for billing
- Updates Quote milestones
ApprovalA person approves before the work moves on. -
Invoice milestone Billing Specialist
Billing Specialist checks the amount and engagement and runs the invoice operation.
- Move valid Approved work to Invoiced
- Updates Quote milestones, Operation receipts
-
Record payment Billing Specialist
Billing Specialist links the later payment to the invoiced milestone.
- Open a collection record against the milestone
- Updates Quote milestone payments
Who does what
Roles and permissions- Engagement Manager
- Owns the deliverable.
- Milestone Approver
- Makes the acceptance decision.
- Billing Specialist
- Verifies invoice and payment actions.
- Admin
- Controls access.
Set up Estimation & Quote Builder your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.