Collections

Step by step

1. Track billing Billing Specialist

   Billing Specialist links the monthly billing record to its milestone, enters invoice number, amount and due date, and marks it Invoiced when issued.

   • Establishes invoice context
   • Updates Monthly billing, Milestones

2. Review open invoices Billing Specialist

   Billing Specialist monitors due dates. Overdue and Disputed records call for different follow-up with Finance Manager and Account Owner.

   • Identifies due and disputed work
   • Updates Monthly billing

3. Resolve a dispute Finance Manager

   Finance Manager checks the agreement and milestone behind a disputed charge and records context on the billing item.

   • Explains the commercial issue
   • Updates Monthly billing, Milestones, Managed service agreements

4. Record collection Billing Specialist

   After confirming payment, Billing Specialist records the paid date and method and marks the record Received. The configured workflow writes a Payment Record receipt.

   • Records Received status and payment operation
   • Updates Monthly billing, Operation receipts

5. Reconcile evidence Finance Manager

   Finance Manager checks the billing amount, received amount and operation receipt alongside the collection source.

   • Compares recorded receipt with collection
   • Updates Monthly billing, Operation receipts

Billing Specialist

Owns invoice status and receipt entry; Finance Manager reconciles; Account Owner handles client context.