Accounting (Executed contract with cover sheet received)
- a. Generate maintenance agreement invoice in Advantage (term included in contract)
- i. Create Client in Advantage
- b. Cover sheet, contract and maintenance invoice to Madeline
- c. Madeline sends maintenance agreement invoice
- d. Create manual file (contract and coversheet)
- e. Maintenance agreement payment received
- i. Madeline informs Accounting
- 1. Accounting records receipt of payment in Advantage
- f. Create budget tracking sheet for product(s) – (saved on server A: ACCT2020/SOCIAL SHELF/Social Shelf Client Budget Tracker SIMPLE with Multiple Products Tab – FINAL). Add client to the Social Shelf Master Client Tracker List – FINAL
- g. Add New Client in WordPress creating home pages and subsequent pages as needed on (saved on server A: ACCT2020/SOCIAL SHELF/Social Shelf
WordPress Steps for Accounting) - h. Provide Operations Client WordPress ID#
NO WORK PROGRESSES UNTIL MAINTENANCE AGREEMENT PAYMENT IS RECEIVED