Billing Completed Inspection Work for Finance Teams
Bill completed work without chasing anyone for the details.
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.
The main challenges
- Completion news arriving late and verbal
- POs and scope retyped onto invoices
- Partial payments tracked by memory
- Overdue accounts discovered by accident
- No link between what was done and what was billed
Their responsibilities
- Quote and record authorization
- Create and issue invoices
- Record payments
- Follow up overdue accounts
The fragmented workflow today
Operations in one system, invoices in another, PO references in email, reconciled when someone remembers.
The NDT Pilot workflow
Invoices created against the completed work request that produced them, with PO references carried from the quotation, and payment status on connected records.
What they can see
- Quotation status and acceptance
- Completed work requests with their PO references
- Invoice statuses: issued, partially paid, paid, overdue
- The request-to-invoice chain per job
What they can do
- Create quotations with amount, validity, and scope
- Convert accepted quotes to work
- Create invoices linked to completed requests
- Record partial payments and flag overdue accounts
What information they receive
- Billing records traceable to the work behind them
- Payment status that is current, not remembered
The value
Billing follows the job automatically, the request, PO, and scope are already on the record.
What comes next: Review the Quotations and Invoicing modules, then request a demonstration.
Example scenario
At month end, finance filters work requests completed in the period, creates invoices against each with the PO carried from the quotation, and issues them. When a payment lands, the amount is recorded; the status turns paid on its own facts.
Implementation requirements
Commercial workflow is configured during onboarding; the pilot includes at least one quote-to-invoice cycle.
The staged onboarding processSecurity and permission considerations
Invoicing is internal to your tenant; permitted invoices can be exposed to customer portal accounts, never internal costs or margins.
Frequently asked questions
See also the platform comparison or the other role solutions (7 roles covered).
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