| Finance Procedures: |
| Finance procedures involve of at least the following 7 measurable tasks and states: |
| F1. Prepare is the initial state while the company is a Prospect until they are a Client. |
| F2. Commission Percentages are entered when a new Client is handed over from Sales to Brokers. This task F2 is triggered by task S5. |
| F3. Payment Schedule is verified and/or entered when a client approves a quotation with an energy provider. This task F3 is triggered by task B10. |
| F4. Proforma Invoice may be created by the schedule when a payment is due from an energy provider. |
| F5. Upload Advice Notice may be triggered by an energy provider in response to a proforma request. |
| F6. Send Invoice is triggered by the schedule with optional advice from an energy provider. |
| F7. Payment is entered and assigned to the relevant financial accounts based on the commission percentages. |