AutoArchWorkflowsWF-02

Stage-wise billing

The stage was signed off in March. The invoice went out in June.

HUMAN STEPS
1
AUTOMATED
4
RECLAIMED
~7 hrs/month

WF-02 — Stage-wise billing. 1 human step, 4 automated steps, about 7 hours a month reclaimed.

  1. Step 1. CoA stage signed off (PROJECT)
  2. Step 2. Match stage to the fee schedule
  3. Step 3. Draft the GST invoice (TALLY)
  4. Step 4. Attach the stage evidence
  5. Step 5. Invoice issued + logged (TALLY)

Risk points in this workflow:

  • Stage payment not raised. A signed-off stage with no invoice behind it is unbilled work ageing quietly, and the client has moved on.

Steps you still do:

  • Approve and release

What it actually does

  1. 01CoA stage signed off
  2. 02Match stage to the fee schedule
  3. 03Draft the GST invoice
  4. 04Attach the stage evidence
  5. 05Invoice issued + logged

The risk this covers

Stage payment not raised

A signed-off stage with no invoice behind it is unbilled work ageing quietly, and the client has moved on.

What you still do

  • Approve and releaseOne look, then it goes

Everything else runs without you.

Part of

All fifteen workflows →
WORKFLOW
WF-02
BAND
CORE
REV
01