About this document
Income Workflow and Invoice Management by Elysium Root is a document available to read on EtoBox.
The document outlines the income work flow process including: 1) Quotes are received by the sales department and signed, which can then be converted to proforma or tax invoices. 2) An invoice schedule is prepared each month showing proforma and tax invoices and submitted to the Executive Director for selection of invoices to update for the tax month. 3) A central filing system is maintained for each customer and updated whenever a quote, cancellation, or payment is received.
- Author
- Elysium Root
- Language
- EN