PSA for Software Implementation Partners

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  1. PSA for Software Implementation Partners
  2. Process
  3. Milestone to receipt
Process · Milestone to receipt

Milestone to receipt

Review a go-live billing decision, invoice the milestone and record collection. Keep the client and engagement references consistent from first entry to final review. Each handoff has a source record and a named person who can explain the next action.

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Step by step

  1. Prepare milestone Engagement Manager

    Engagement Manager checks the milestone's owner, due date, amount, deliverable summary and engagement.

    • Owner sets due date, amount and engagement
    • Updates Go live milestones, Implementation engagements

  2. Approve milestone Billing Manager

    Billing Manager reviews the amount and engagement before moving the milestone from Submitted to Approved.

    • Billing Manager approves the billing decision
    • Updates Go live milestones
    ApprovalA person approves before the work moves on.

  3. Invoice milestone Billing Manager

    The invoice check moves an Approved milestone with an amount and engagement to Invoiced and records an operation receipt. A failed check leaves it Approved.

    • Guard moves valid Approved milestone to Invoiced and records outcome
    • Updates Go live milestones, Operation receipts

  4. Record collection Billing Manager

    Billing Manager records the milestone billing as Received after confirming payment information. The action creates a Payment Record operation receipt.

    • Received billing creates Payment Record receipt
    • Updates Milestone billings, Operation receipts

Who does what

Roles and permissions
Practice Lead
Reviews commercial outcomes; Engagement Manager owns engagement context; Delivery Consultant records the work; Service Reviewer follows delivery exceptions; Billing Manager handles milestone billing.

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