AutoArchWorkflowsWF-02

Stage-gate invoicing

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-gate invoicing. 1 human step, 4 automated steps, about 7 hours a month reclaimed.

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

Risk points in this workflow:

  • Drawdown not raised. A signed-off stage with no invoice behind it is unbilled work ageing quietly.

Steps you still do:

  • Approve and release

What it actually does

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

The risk this covers

Drawdown not raised

A signed-off stage with no invoice behind it is unbilled work ageing quietly.

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