Administration & Finance
Invoice Preparation / Billing Handoff
Issue an accurate milestone invoice promptly when a project hits a billing trigger, without waiting to be asked.
- Trigger
- A project reaches a milestone invoice trigger stage — Contract, Installation, Customer Acceptance.
- Owner
- Finance / Accounting
- Participants
- Inputs
- Stage completion confirmation.
- Contract terms.
- Required conditions
- Milestone trigger stage confirmed complete.
Steps
- Confirm the trigger stage is complete with the Project Manager.
- Prepare the invoice per contract terms.
- Issue the invoice.
- Log invoice status.
- Outputs
- Issued invoice.
- Failure / exception path
- Trigger stage confirmation delayed — invoice delayed; flagged if it exceeds the target window.
Related system objects
Related lifecycle stages
Related standards
None yet
Related forms
None yet
SOPs
None yet
Future automation opportunity
Auto-generate a draft invoice the moment a trigger stage is marked complete.
Required data
- Trigger stage completion date
- Invoice issued date
- Invoice amount