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- Marketing Agency PSA
- Process
- Deliverable billing
Deliverable billing
Creative work passes from an owner to an engagement manager before finance reviews billing. Finance checks an approved deliverable for the amount and engagement needed by the invoice action. A passing run marks it invoiced and writes a receipt. Finance can compare the deliverable with the engagement before recording the related payment.
Step by step
-
Deliverable preparation Delivery Specialist
Record owner, due date and amount.
- Record owner, due date and amount.
- Updates Creative deliverables, Engagements
-
Deliverable review Engagement Manager
Approve the accepted deliverable.
- Approve the accepted deliverable.
- Updates Creative deliverables, Engagements
ApprovalA person approves before the work moves on. -
Deliverable invoice Finance Manager
Check the amount and engagement, then mark invoiced.
- Check the amount and engagement, then mark invoiced.
- Updates Creative deliverables, Operation receipts
Who does what
Roles and permissions- Delivery Specialist
- , Engagement Manager, Finance Manager.
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