01 / ANIMATED EXPLAINER · 24 SEC · SILENT
Review first. Issue with intent.
Follow the path from client and contract selection to a reviewed quote and an explicitly issued invoice.
Read the steps
- Set the context. Choose client and legal entity. Select the rate-card version and the client's billing period.
- Review the quote. Inspect the subtotal, tax and total. Check unmatched activity and any required approvals.
- Resolve approvals. Complete required approvals. A changed quote returns to review. Approval is not issuance.
- Issue deliberately. Explicitly issue the reviewed run. Inspect the resulting invoice and its actual totals.
