CAF to Invoice Formal Steps
Storyboard Text
- Communication Paths
- Implementation Consultant
- Finance
- EAC
- Bus. Dev. Manager
- Customer
- Project Managemer
- CAF Signed
- <sign here>
- 1
- Milestone
- 2
- Description
- Project Kick-off
- Business Configuraton Complete
- Signature
- T. Customer
- The customer has signed off on Milestone 1
- CAF handed off to Bus Dev via Box
- Box
- CAF 2
- CAF 3
- CAF 1
- End of the Month Billing
- We need to bill these Netsuite Tasks that are 100% complete
- Hand-off to Billing
- Invoice Customer
- Prepare the customer for milestone completion and CAF sign-off
- Invoice
- Invoice
- Chase down any unsigned CAFs and start billing
- Hand-off invoice creation to Order Admin
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