Project managers are responsible for creating invoices for their clients each month. PMs should create the invoices in Harvest but not actually send them.
Most clients have Core Coverage plus ongoing Planned Projects. So their invoice will have the fixed fee for Core Coverage and then hours for each Planned Project for the prior month.
Double-check that all uninvoiced billable hours are in the right Harvest projects, and the right tasks within each project
Make sure it’s fair for us to charge for all the hours, based on the results we delivered.
Construct the invoice via the Harvest projects
Update the title to match the conventions
Add notes clarifying what was included in each line item
Copy the invoice to Xero but do not send it or mark as “Sent”.
Add an approval sub-task for the site’s Strategist to approve the invoice.
Once approved, complete the task and at-mention @Cantilever Operations within the task to alert them that it is ready to send.
The Operations team is responsible for monitoring payment status. Operations should alert the relevant project manager and strategist when a client falls significantly behind on invoices.
If you create an invoice with a negative “quantity”, the invoice cannot be copied into Xero. So for any lines for removing charges based on a deposit or discount please use a negative rate rather than a negative quantity.