Illustrated workflow
Turn an accepted milestone into an invoice draft.
Bring the accepted work and fee information together so the director can review the invoice.
Illustrated engineering workflows, with current product capabilities and the decisions for your people shown on each page.
The example
A client accepts a completed milestone. This example follows the recorded acceptance to an invoice draft for review.
The illustrated steps
Confirm the milestone
Identify the completed work and the milestone it belongs to.
Record client acceptance
The managing director records the client's acceptance before the invoice draft is prepared.
Gather the supporting information
Keep the accepted work and fee information together for review.
Prepare the draft
Prepare the invoice draft for that accepted milestone.
Review and approve
The director or finance lead checks the amount, customer and supporting record.
Issue outside OpsWork
The authorised person issues the invoice and handles payment through the existing finance process.
What is built, and where it stops
The current scope ends at the invoice draft. The illustration does not promise same-day issue, automatic delivery, payment collection or an accounting connection.
Current product scope recorded 28 October 2026. Built, switched off means it is not switched on for customers yet. Coming means it is planned and not yet available.
- Michael: Invoice drafts from an accepted milestone
- Built, switched off
Prepares an invoice draft for a milestone once the managing director records the client's acceptance.
Draft only; issuing the invoice and payment happen outside OpsWork.
These scope statements use the same source as the Feature List in the procurement pack. Read the OpsWork specification →