Invoicing for Completed Inspection Work

Completed inspections reach finance weeks late because the handoff from operations is a verbal 'that job's done'. Invoice status, partial payments, and overdue follow-up live in a separate spreadsheet.

• Finance teams
• Administrators
• Operations managers

Used after work completes, when billing follows the job.

• Invoice number and customer
• Related work request
• Description of billable work
• Amount, currency, issue and due dates
• Amount paid

• Create invoices linked to the work request that produced them
• Track status through draft, issued, partially paid, paid, overdue, and void
• Record partial payments against the invoice
• Flag overdue invoices for follow-up

• Invoice number, customer, and amount are required
• Status changes are audited

Draft

Being prepared.

Issued

Sent to the customer.

Partially paid

Balance outstanding.

Paid

Settled in full.

Overdue

Past due, follow up.

Void

Cancelled record, kept for history.

1. 01

   Input

   Approved scope and records arrive

2. 02

   User action

   Create invoices linked to the work request that produced them

3. 03

   Validation

   Invoice number, customer, and amount are required

4. 04

   Output

   The module's recorded outcome

5. 05

   Next step

   Handed to Audit Trail

A billing record traceable to the completed work, customer, and request behind it.

Accounting-system export and payment processing integrations are not included; invoicing records the amounts and status within NDT Pilot.