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Editable field worksheet
Milestone-to-cash handoff check
Separate accepted work, invoice authority and actual cash. Record the return path when evidence, terms or payment disagree.
WHO USES ITEngagement lead, finance owner and account partner
Use a fictional or effectively de-identified example. This worksheet is a prompt for internal discussion, not an automated assessment or a client outcome claim.
BEFORE YOU START
Four questions to answer.
Where is acceptance evidenced, and by whom?
Who approves the invoice and resolves a dispute?
What bank or ledger receipt proves collection?
NEXT DECISION
Want to map this in one of your services?
The fit conversation starts with the service you already sell, a repeated constraint and an accountable owner. No confidential files are needed.