03 / Invoice to handoff

Issued is not acknowledged. Reported is not verified.

Invoice readiness, issue, customer acknowledgement, payment verification, bank match and accounting handoff are separate states. Closing one must not imply the next.

Distinct closing states

A controlled close keeps the last handoffs distinct.

The route shows the evidence for each state and stops when that evidence is absent. It never treats an issued invoice or a provider response as proof of payment.

  1. Invoice ready

    The record can explain why issue is supported.

    Owner: Finance

  2. Invoice issued

    Issue has a recorded time and reference.

    Owner: Finance

  3. Customer acknowledgement

    Receipt remains separate from issue.

    Owner: Account owner

  4. Payment reported

    A report is recorded but not yet verified.

    Owner: Finance

  5. Payment verified

    Independent evidence supports the payment state.

    Owner: Finance

  6. Bank match

    The amount and reference agree with the bank record.

    Owner: Finance

  7. Accounting handoff

    The accountable accounting owner receives the record.

    Owner: Accounting