Step 1: Send an advance request
Not an invoice. The client sees it as money held for them.
Step 2: Receive it into the client account
It’s recorded as a liability to the client, not as revenue.
Step 3: Transfer what’s earned
When work is delivered, raise an earned-fee transfer. It needs approval, and only verified funds can be moved.
Step 4: Reconcile monthly
Bank, ledger and client balances should agree. Differences are flagged.
Written from the Casevoya product specification (FIN-03, FIN-04, FIN-10). Screens and wording may change before launch.