Tracking Deliverables
Deliverables help you track the services a client has purchased or approved through their invoices and whether those services have been fulfilled.
This makes it easier to keep track of what each client is entitled to and ensure they receive all the services they’ve paid for.
Table of Contents
A Deliverable tracks the service purchased on an invoice, while a Fulfillment tracks when that service is actually provided.
Where to Find It
You can navigate to the main Clients tab and select a client from the list. In the Client Profile, go to the Services tab.
Your clients can go to the main Billing tab > Invoices.
You can view and manage deliverables for your clients based on your assigned role and permissions.
- To edit deliverables, you must either be assigned to the client journey with a View+ role or be a Contributor+ team member.
Clients can view their deliverables but can't make changes.