INVOICE PREPARATION · Workflow idea
Collect the details provided in a billing form, use the selected request type to organize an invoice draft, and keep the final check with the person responsible for billing.
01 / The starting point
A submitted form with customer, service, and billing details
“Use the submitted information and request type to prepare a structured invoice record in the team’s billing spreadsheet.”
02 / The work
Organizes form responses into invoice records so billing staff can check the details and prepare the appropriate next step.
Bring together the customer information, requested service, and other fields provided in the form.
Use the selected form option to organize the response according to the billing category your team supports.
Place the submitted details into the agreed invoice record format, leaving missing or unclear information visible.
Have billing staff verify names, services, quantities, amounts, and terms against the original response.
Keep issuing, sending, charging, and payment decisions with an authorized person after the draft is reviewed.
03 / The result
A draft invoice record with the submitted billing details, ready for a person to verify before issuing it or taking any payment-related action.
Finance · Example outcome
A draft invoice record with the submitted billing details, ready for a person to verify before issuing it or taking any payment-related action.
Check customer details, amounts, and invoice terms against the original submission. Creating a record does not issue an invoice, collect payment, or authorize a transfer; a person must review and approve any financial action.
04 / Make it yours
A few choices shape the work around your team.
Choose the customer and service details needed for an invoice and the request types the form can accept.
Set the fields and status used to identify draft records, missing details, and records awaiting review.
Name the person who checks each invoice draft and approves any action to issue or collect payment.
Check missing customer details, unsupported request types, and amounts that need clarification before relying on the process.
Keep exploring
Prepare a customer record and invoice from supplied details, then require an authorized person to approve the exact invoice before it is issued or sent.
Prepare an invoice from an approved order, save its record, and send it only after review.
Turn a selected billing request into an invoice and reply draft for a person to verify.