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DELIVERY BILLING REVIEW · Workflow idea

Prepare delivery invoices while keeping payment decisions with your team.

Use a newly created delivery job as a prompt to assemble a proposed customer invoice. Bring the customer and charge details together for finance to verify, and keep both invoice issuance and any request for payment on hold until an authorized person approves.

Make it yours See how it works ↓
A Roman aqueduct taking shape from architectural sketch to marble.
A little structure. A clearer outcome.
Starts with
New delivery job
Produces
A draft invoice linked to the reviewed delivery job, with issuance and payment communication awaiting explicit finance approval.
Category
Finance

01 / The starting point

A clear request.
A useful direction.

A newly recorded delivery job that may have an associated customer charge

“Prepare a draft invoice from the approved customer and delivery details, then hold it for finance review before issuing it or asking the customer to pay.”
An example request · Make it specific to your team.

02 / The work

6 tasks.
One useful outcome.

Helps finance teams prepare billing for newly created delivery work without treating the job record as sufficient approval to charge or contact a customer.

  1. Identify the new delivery job

    Gather the job reference and confirm whether it falls within the team’s approved billing process.

  2. Match the job to the right customer

    Check the customer identity and billing details, and ask a person to resolve any uncertain or duplicate match.

  3. Prepare the draft invoice

    Organize the agreed delivery charge and available billing details without treating the draft as an amount due.

  4. Verify charges and payment terms

    Have finance compare the proposed amount, currency, tax, due date, and terms with the customer agreement and delivery record.

  5. Approve before issuing or requesting payment

    Require an authorized finance reviewer to approve the exact invoice before it is issued or a payment request is made; this process does not itself confirm payment.

  6. Review customer communication

    Approve the exact recipient and wording of any invoice or payment message before it is sent.

03 / The result

Something useful.
Something to build on.

A draft invoice linked to the reviewed delivery job, with issuance and payment communication awaiting explicit finance approval.

AmbactiWorkflow folio · 6 steps

Approve invoices for new delivery jobs

Finance · Example outcome

The handoff

A draft invoice linked to the reviewed delivery job, with issuance and payment communication awaiting explicit finance approval.

Keep in mind

Verify the customer, service, amount, tax treatment, and payment terms against the approved agreement. No invoice should be issued and no payment request or payment action should occur until an authorized finance reviewer approves the exact details; approve any customer message before it is sent.

04 / Make it yours

Set the brief.
Set the standard.

A few choices shape the work around your team.

Define billable delivery work

Document which delivery jobs may be billed, the approved charge source, and how cancelled or repeated jobs are handled.

Set customer and invoice fields

Choose the information needed to prepare a draft and decide how uncertain customer matches are held.

Assign finance and communication approvers

Name who verifies the amount and terms, who may issue an invoice or request payment, and who approves customer messages.

Test duplicate and unbillable jobs

Check a normal job, a repeated job, and a job without an approved charge to ensure billing stays on hold until review.

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