Delivery and signed returns

Invoices → Delivery & signatures

This page tracks one package version and the paperwork returned for it.

Check the handoff

1. From the issued package, choose Prepare delivery, then Open prepared deliveries. Or open a delivery already in the list.
2. Check the package version and who should receive it.
3. Read the checklist and history to see what is done and what is missing.
4. Check that any signed return matches the right package and has been accepted.

If a package changes, the old signature may no longer apply. If the recipient is missing, ask Ben or Bill to check the setup.

During practice

Use only actions marked as test simulations. Do not send files to a client or accounts payable. A test return is not a client signature.

In normal use, sending takes place outside the app and is then recorded here. Prepare delivery does not send anything.

Routes for different work

Capital and weekly work use the route set for their district. A weekly package covering several districts may be held until its route is settled.

ML uses the route for the agreement version in the package.

Storm weekly support has its own district return. The final storm bill goes through a separate review and acceptance step.

In live billing, forwarding to accounts payable is also a separate step after the required checks.