Invoice Management
Keep invoicing on track so cash comes in predictably.
#Business goal
Invoice promptly and get paid on time.
#When to use this
Weekly, and at project milestones.
#At a glance
| Detail | Value |
|---|---|
| People involved | Finance owner, CEO |
| Departments used | Finance |
| Modules used | Finance |
| AI used | None (Finance has no AI agent) |
| Recommended timeline | Weekly |
| Prerequisites | Finance module access |
#Step-by-step process
1
Raise invoices
Create invoices for completed work or milestones.
2
Send via the portal
Deliver invoices so clients can pay.
3
Track status
Watch draft, sent, paid, and overdue.
4
Chase overdue
Follow up on unpaid invoices.
#Decision points
Decisions to make along the way
- What is ready to invoice?
- Which overdue invoices to chase first?
#Approval points
No formal approval gate
This routine has no separate sign-off step, but review your work before it affects clients or finances.
#Success metrics
- Faster payment
- Fewer overdue invoices
#Best practices
- Invoice promptly at milestones.
- Use the portal so clients can pay easily.
#Common mistakes
- Delaying invoicing.
- Not following up on overdue invoices.
#Realistic example
In practice
At each milestone the finance owner raises an invoice, sends it via the portal, and follows up on anything that slips past due.
#Related documentation
Monthly Finance Checklist
Close the month.
Record a Payment
Underlying flow.
Business Workflows
Underlying step-by-step flows.
Contact Support
Reach the DevSphere OS team.
Still need help?
Can’t find what you’re looking for? The DevSphere OS team is happy to help.
Was this page helpful?