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- Construction Projects PSA
- Process
- Billing and collection
Billing and collection
Progress billings are tied to site milestones. A billing holds its pay application number, amount, due date, payment method, paid date and status. That gives Billing Clerk a concrete record to discuss with the project manager and owner when a claim is late or disputed.
Step by step
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Take the invoiced milestone Billing Clerk
Billing Clerk checks the milestone's project and amount after the invoice operation succeeds.
- Confirm invoice outcome
- Updates Site milestones, Operation receipts
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Prepare the pay application Billing Clerk
Record the progress billing against that milestone with the pay application number, amount and due date. Keep a reference note for owner discussion.
- Claim and due date
- Updates Progress billings, Site milestones
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Raise the billing Billing Clerk
Move the progress billing from Scheduled to Invoiced when the claim is sent through the agreed finance process.
- Scheduled to Invoiced
- Updates Progress billings
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Watch the due date Billing Clerk
Billing Clerk reviews Overdue and Disputed billings, then follows up with the project manager when delivery evidence is needed.
- Overdue or dispute follow-up
- Updates Progress billings, Projects
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Record collection Billing Clerk
Enter paid date, amount received and method, then mark the billing Received. The receipt workflow writes a Payment Record operation receipt.
- Received status and payment receipt
- Updates Progress billings, Operation receipts
Who does what
Roles and permissions- Billing Clerk
- Maintains pay applications and collections; Commercial Lead checks the milestone handoff; Project Manager resolves delivery disputes.
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