Example 01 · illustrative only
Enquiry to approved invoice
For a service business preparing quotes, invoices, and payment follow-ups.
Where the time goes
The enquiry arrives in email. Someone copies the customer, requested work, and dates into notes, then re-enters them to make a quote and later an invoice.
Person in the loop
The owner checks the work, recipient, amounts, dates, and terms, then approves each quote or invoice before it is sent. If payment status is unavailable, a person confirms it.
A possible pathShow the full workflow steps
- Capture an enquiry in one agreed inbox or lead list, using only the fields needed for the job.
- Prepare a quote draft from the approved scope and rate information. Flag missing details for a person to resolve.
- The owner checks the work, amounts, dates, and terms, then approves and sends the quote.
- After the work is approved for billing, prepare an invoice draft from accepted details. The owner verifies the recipient, line items, total, and due date before sending.
- Where the selected finance tool supports it, show its payment status for follow-up. If it does not, leave a clear task for a person to confirm the status.