Invoice the customer: get paid without the drama
Process map by Brian. 25 steps, 2 layers. Tags: business, finance, invoicing.
- ERP and billing system: Trigger: product shipped or milestone reached
- Billing team: Pull the order, the contract and the proof of delivery
- Billing team: Does the customer require a PO number?
- Sales rep: Get the PO from the customer
- ERP and billing system: Generate the invoice with correct taxes and terms
- Billing team: Is it accurate?
- ERP and billing system: Send by email and the customer portal
- Customer accounts payable: Receives and logs it
- Customer accounts payable: Disputes anything?
- Billing team: Resolve the dispute
- ERP and billing system: Payment due date tracked
- Billing team: Correct the invoice