PSA for Training and Education Services

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  1. PSA for Training and Education Services
  2. Process
  3. Milestone billing
Process · Milestone billing

Milestone billing

Move a certificate milestone through human approval and invoice processing. Follow the source item from its owner to the next decision, and keep the related cohort visible. Each status change should correspond to a record the next person can inspect.

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Step by step

  1. Set milestone Billing Coordinator

    Record the named milestone, due date, amount, engagement and owner.

    • Record the named milestone, due date, amount, engagement and owner.
    • Updates Certificates milestones

  2. Review readiness Program Manager

    Check that the milestone belongs to the intended cohort and reflects the agreed delivery event.

    • Check that the milestone belongs to the intended cohort and reflects the agreed delivery event.
    • Updates Certificates milestones, Cohort engagements

  3. Approve milestone Billing Coordinator

    Move Submitted to Approved after the billing decision.

    • Move Submitted to Approved after the billing decision.
    • Updates Certificates milestones
    ApprovalA person approves before the work moves on.

  4. Invoice milestone Certificate Invoice workflow

    Approval triggers Certificate Invoice; a valid Approved item moves to Invoiced with an operation receipt.

    • Approval triggers Certificate Invoice; a valid Approved item moves to Invoiced with an operation receipt.
    • Updates Certificates milestones, Operation receipts

  5. Record billing Billing Coordinator

    Link the tuition billing item back to the milestone and maintain invoice number, amount and due date.

    • Link the tuition billing item back to the milestone and maintain invoice number, amount and due date.
    • Updates Tuition billing

Who does what

Roles and permissions
Billing Coordinator
, Program Manager.
These roles divide record preparation, human review and follow-up.
Agree a named substitute for an absent owner before the operating cycle begins.

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How to get started