Milestone to payment

Step by step

1. Prepare milestone Consultant

   Consultant records the deliverable, amount, owner, engagement and due date.

   • Milestone prepared
   • Updates Milestones, Engagements

2. Review deliverable Engagement Manager

   Engagement Manager checks the submitted deliverable and approves it for billing.

   • Approved milestone
   • Updates Milestones
   ApprovalA person approves before the work moves on.

3. Invoice milestone Billing Coordinator

   Milestone Invoice checks amount and engagement, moves the milestone to Invoiced and writes an operation receipt.

   • Invoice operation recorded
   • Updates Milestones, Operation receipts

4. Track payment Billing Coordinator

   Billing Coordinator records invoice number, due date, amount and payment status after inspecting the invoice operation result.

   • Payment obligation visible
   • Updates Milestone payments, Milestones

5. Record receipt Billing Coordinator

   Billing Coordinator marks the payment Received after collection; the payment receipt operation writes its evidence.

   • Collection recorded
   • Updates Milestone payments, Operation receipts

Consultant

, Engagement Manager, Billing Coordinator.