Final account review

Step by step

1. Collect charges Finance Officer

   The Finance Officer finds service and treatment charges through the appointment. Each draft amount is checked against the actual service before it becomes Posted. A mistaken charge can be marked Voided so the record of the correction remains visible.

   • Reviews Draft, Posted and Voided amounts by visit
   • Updates Service charges, Treatment charges, Appointments

2. Review receipts Finance Officer

   The Finance Officer checks payments against the same appointment, including the receipt reference and status. Pending, Confirmed and Refunded describe different outcomes; only confirmed receipts belong in the collected amount.

   • Distinguishes Pending, Confirmed and Refunded receipts
   • Updates Payments, Appointments

3. Review final account Operations Reviewer

   The Operations Reviewer compares posted charges with confirmed payments and the acknowledged outstanding balance. The reviewer approves an eligible final service outcome after the discrepancy is explained.

   • Approves the eligible service outcome or returns it for correction
   • Updates Service charges, Treatment charges, Payments
   ApprovalA person approves before the work moves on.

4. Complete visit Property Manager

   The Property Manager moves the appointment from in progress to Completed after the account decision. Completion does not itself change any payment to Confirmed.

   • Moves in progress to Completed; station moves to Cleaning
   • Updates Appointments, Stations

Finance Officer

, Operations Reviewer, Property Manager and Admin.