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- Financial Advisory PSA
- Process
- Deliverable to invoice
Deliverable to invoice
Move an approved contractual milestone into invoiced status. Each handoff should preserve the client or engagement link, current status and accountable owner. The receiving person checks the source before moving the work forward.
Step by step
-
Track deliverable Engagement Manager
Engagement Manager records owner, due date, amount and engagement for the contractual milestone.
- Keep owner, date, amount and engagement together.
- Updates Advisory deliverables, Engagements
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Approve deliverable Engagement Manager
Engagement Manager reviews the submitted milestone and approves it for billing.
- Record the human milestone decision.
- Updates Advisory deliverables
ApprovalA person approves before the work moves on. -
Invoice deliverable Billing Specialist
Billing Specialist runs the invoice operation; a valid approved deliverable becomes invoiced with a receipt.
- Check the amount and engagement guard; record the result.
- Updates Advisory deliverables, Operation receipts
Who does what
Roles and permissions- Engagement Manager
- , Billing Specialist handle this process.
- Keep decision authority separate from data entry where a review is required.
Set up Financial Advisory PSA your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.