The decision in one line: Make the file readable.
01 / INVOICE CONTROL
Make the file readable
Start with the agreement, order, invoice, fulfilment or acceptance record and the payment trail. A missing document is a fact to record, not a gap to fill with an assumption. What should be kept in an invoice evidence file before payment is chased?
02 / INVOICE CONTROL
Review the exceptions
Ageing, credits, delivery gaps and approval questions can change the next check. Use them to explain the state of the file, not to label a customer automatically. The reader goal here is to assemble the contract, acceptance, invoice, delivery and communication record without collecting irrelevant personal data..
03 / INVOICE CONTROL
Keep the route connected
The evidence-file guide, ageing guide and action map turn a record into a proportionate next step. Keep the source, review date and reason for clicking visible. Return to the action map when the file changes.
NEXT CHECK
Keep the next action visible
Use the Receivables Action Map to name the state of the file, the evidence still missing and the point at which the routine should pause. It is a working prompt, not a legal conclusion.