Finance and profitability / Milestone billing

Solar milestone billing and payment readiness

Connect each billing decision to verified commercial and delivery evidence instead of relying on a date or informal status update.

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Illustrative workflowMilestone billing
Record
Contract
Billing milestone
Authorization decision
Invoice
Current reviewReview the next billing condition
Configured during assessment
  1. 01
    Review the next billing conditionCurrent decision
  2. 02
    Validate required commercial and delivery evidenceNext controlled handoff
  3. 03
    Approve, hold, or return the billing requestNext controlled handoff
  4. 04
    Create or link the financial recordNext controlled handoff
Why this workflow breaks

Solar billing may depend on contract terms, deposit, financing, equipment delivery, installation, inspection, activation, or other approved events. If billing uses an unverified project label, invoices can be early, late, or hard to explain.

Solar1 starts by documenting the decisions and failure paths. Configuration follows only after the operating boundary is understood.

Workflow sequence

Keep the handoff visible from first review to accepted outcome.

  1. 01Review the next billing condition
  2. 02Validate required commercial and delivery evidence
  3. 03Approve, hold, or return the billing request
  4. 04Create or link the financial record
  5. 05Monitor payment and resolve exceptions

What to configure

Specific controls, qualified by implementation.

01

Map contract terms to governed billing milestones and evidence.

02

Configure finance review, invoice authorization, hold, and exception decisions.

03

Record invoice and payment context beside the related project milestone.

04

Route customer-safe payment or document actions without exposing internal finance notes.

Assessment output

A shared definition of the records, owners, and acceptance checks.

Records in scope
  • Contract
  • Billing milestone
  • Authorization decision
  • Invoice
  • Payment status
Roles in the decision
  • Billing specialist
  • Project manager
  • Finance approver
Checks before rollout
  • Confirm billing terms and authoritative finance records.
  • Define evidence and approvers by milestone.
  • Test holds, credits, cancellations, and revised contracts.

Continue the workflow

Adjacent records rarely stop at one team.

Project PlanningCustomer NotificationsProject Profitability

Questions to settle

Questions to settle before configuring milestone billing.

Can billing follow project milestones?

Yes, when contract terms and required evidence are mapped to a finance-approved authorization decision.

Does a completed task authorize an invoice?

Only if the configured billing policy names that evidence and any required commercial, customer, or finance review is complete.

How are payment delays shown to operations?

Approved status and dependency context can be shared while sensitive finance notes and permissions remain controlled.

Next step

Assess milestone billing using representative project records.

Bring the current records, owners, approvals, exceptions, and tools. The assessment turns them into a reviewable rollout boundary.
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