Invoicing and collection
Prepare invoice data and track billed scope, due dates, payments and receivables without replacing the general ledger.
What this process solves
The business team sees whether delivered work has been invoiced and collected, linked to quote and delivery.
When to use it
- When a delivery or milestone is ready to invoice.
- When billing is partial.
- When sales and operations need collection visibility.
How the process works
- 01
Confirm billable scope
Compare delivered items and milestones with the accepted quote and proof of delivery.
- 02
Record the invoice
Number, date, amount, currency and due date stay linked to the project; accounting remains the general-ledger source.
- 03
Track collection
Payments, partial collection, due status and escalation close the business cycle.
Process outcome
- Visible order-to-cash status.
- Fewer missed or unbilled items.
- Shared view for sales, operations and finance.