Milestone invoicing

Step by step

1. Plan the outcome Project Manager

   Project Manager and Site Lead record the milestone owner, due date and deliverable summary against the right project.

   • Delivery expectation
   • Updates Projects, Site milestones

2. Submit for review Site Lead

   Site Lead sends the milestone from Pending to Submitted when the outcome is ready for a commercial decision.

   • Pending to Submitted
   • Updates Site milestones

3. Approve billing readiness Commercial Lead

   Commercial Lead reviews the deliverable and amount before marking it Approved. The approval signals the billing decision.

   • Approved billing decision
   • Updates Site milestones, Record attachments
   ApprovalA person approves before the work moves on.

4. Run invoice operation Commercial Lead

   The operation checks amount and project. A valid milestone moves from Approved to Invoiced with a Site Milestone Invoice receipt.

   • Invoiced or failed result
   • Updates Site milestones, Operation receipts

5. Resolve failure Commercial Lead

   A failed project or amount check leaves the milestone Approved with a Failed receipt. Commercial Lead corrects the source record and checks the next attempt.

   • Correct project or amount
   • Updates Site milestones, Operation receipts

Project Manager

And Site Lead plan the milestone; Commercial Lead makes the billing decision; Billing Clerk receives the invoiced handoff.