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- Marketing Agency PSA
- Process
- Payment collection
Payment collection
Finance links a payment to the invoiced creative deliverable and enters its invoice number, amount and due date. The payment status distinguishes scheduled, invoiced, overdue, disputed and received money. The overdue or disputed list brings collection follow up back to the responsible team.
Step by step
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Deliverable invoice Finance Manager
Mark the reviewed deliverable invoiced.
- Mark the reviewed deliverable invoiced.
- Updates Creative deliverables, Operation receipts
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Payment tracking Finance Manager
Record invoice number, amount and due date.
- Record invoice number, amount and due date.
- Updates Deliverable payments, Creative deliverables
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Payment receipt Finance Manager
Mark received and record the payment operation.
- Mark received and record the payment operation.
- Updates Deliverable payments, Operation receipts
Who does what
Roles and permissionsSet up Marketing Agency PSA your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.