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- Project Billing System
- Process
- Prepare and approve an invoice
Prepare and approve an invoice
Billing specialist prepares the invoice for the contract and billing period from eligible work or a pending schedule. The source junctions retain the time and expense items behind a rollup. Project manager reviews the draft and removes disputed work before submission. The approval rule then names the ordered approvers.
Step by step
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Prepare invoice BillingSpecialist
Billing specialist creates a Draft invoice with lines tied to approved work or a pending schedule.
- Create a Draft invoice with traceable charges.
- Updates Invoices, Invoice lines, Billing schedules, Invoice line source time entries, Invoice line source expenses
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Review project charges ProjectManager
Project manager excludes disputed items and submits the reviewed draft.
- Move Draft to Submitted after the project review.
- Updates Invoices, Billable time entries, Billable expenses
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Approve invoice BillingSpecialist
Assigned approvers decide the ordered steps. Final approval changes the invoice to Approved; rejection returns it to Draft with a comment.
- Record each decision; move Submitted to Approved or return it to Draft.
- Updates Invoice approval rules, Invoice approval steps, Invoices
ApprovalA person approves before the work moves on.
Who does what
Roles and permissions- Billing specialist
- , project manager, assigned approver, Controller.
Set up Project Billing System your way.
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