Implementing Project Portfolio Management: From Organization Structure to Recognized Revenue · Module 15 · Project Billing: Formats, Events and Processing
What breaks
Lesson 161 of 198 · 2 min
Eight cases. One. "The invoice generated with no lines." No billable costs, or the association is missing. Module 14's sequence. Two. "The invoice looks wrong to the client." Format grouping never reviewed with the commercial team. Nothing is broken. The client simply cannot read the document you are sending them. Three. "The invoice was approved but it is not in Receivables." The transfer process was not run. Four. "Revenue does not match invoicing." Correct behaviour. Unbilled and unearned. Training. Five. "The unbilled balance is growing and nobody knows why." INVESTIGATE. IT IS OFTEN REAL LEAKAGE. Revenue recognized on work that is not being invoiced. Either a billing problem or a contract limit — and both mean the business has done work it is not being paid for. This is the one to teach a client to watch monthly. Six. "The billing run missed the deadline." No escalation on invoice approval.…
The full lesson is part of the course
The video, the complete written lesson and the module quiz are included in Implementing Project Portfolio Management: From Organization Structure to Recognized Revenue, with a certificate on completion and a fourteen-day refund window.