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- IT Services PSA
- Process
- Milestone billing and collection
Milestone billing and collection
Engagement Manager prepares a deliverable for approval. Delivery Director decides whether it is ready to bill. Billing Specialist follows the invoice operation and the later payment record as separate events.
Step by step
-
Milestone submission Engagement Manager
Engagement Manager records deliverable, amount, due date and engagement, then submits it.
- The milestone is ready for a billing decision.
- Updates Service milestones, Engagements
-
Milestone approval Delivery Director
Delivery Director reviews the deliverable and approves the milestone for billing.
- Approved milestone enters the invoice queue.
- Updates Service milestones
ApprovalA person approves before the work moves on. -
Milestone invoice Billing Specialist
Milestone Invoice checks amount and engagement, moves a valid approved milestone to invoiced and records an operation receipt.
- Invoice operation has an observed result.
- Updates Service milestones, Operation receipts
-
Payment receipt Billing Specialist
Billing Specialist records the invoice and marks a confirmed collection received; Milestone Payment Receipt records the app action.
- Collection evidence is linked to the payment.
- Updates Milestone payments, Operation receipts
Who does what
Roles and permissions- Engagement Manager
- , Delivery Director, Billing Specialist.
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