Ledgerline
Software
Creates, checks, sends, and tracks the invoice.
activeDocumented Process
Issue the first invoice
Purpose
Produce an accurate, timely invoice that reflects the agreed service and payment terms.
Owner Role
Finance Operations Lead
The durable responsibility for this Process.
Current Role coverage
NE
Naomi Ellis
Permanent coverage
People explicitly covering an active mandate for the Owner Role in this snapshot.
Connected context
2 systems · 2 exceptions · 1 process dependency
What supports, alters, or connects to this work.
Responsibilities remain. People change. Lotura separates the accountable Role from the people currently covering it.
Before the sequence
Understand the connected context
Systems, legitimate alternate paths, and Process dependencies explain how this work actually operates—not just how its Steps read.
Supporting contextSystems usedTechnology, services, or records directly used by this Process.2 systems
Relay CRM
Software
Provides the billing contact and commercial agreement context.
Operational realityExceptionsLegitimate alternate paths when the usual Process does not apply.2 exceptions
Tax treatment is unclear
Applies at: Verify billing terms · Owner Role: Finance Operations Lead
- When
- The client claims an exemption or the agreed service has an uncertain tax treatment.
- Response
- Pause invoice issuance, obtain the supporting documentation, and route the case to the Finance Operations Lead for a documented decision.
Purchase order arrives after service begins
RetiredApplies to the whole Process · Owner Role: Finance Operations Lead
- When
- The client requires a purchase order but cannot provide it before the first billable milestone.
- Response
- Record the client commitment date, notify the Delivery Lead of the billing risk, and hold issuance until the required reference is received.
Process dependencies
Upstream
Processes this work relies on
Downstream
Processes that receive or follow this work
No downstream dependencies recorded
Operational definitionStepsThe documented sequence and the Role responsible at each point.2 steps
- 1
Verify billing terms
Responsible Role: Finance Operations LeadConfirm the legal entity, billing contact, agreed amount, tax treatment, purchase order, and payment terms.
- 2
Create and issue the invoice
Responsible Role: Finance Operations LeadGenerate the invoice in Ledgerline, complete a second-person accuracy check, and send it to the billing contact.