Problem: payment tracking
Accepted work needs a clear invoice and receipt path.
Once a customer says yes, the next risk is operational: invoice details, payment instructions, confirmation, and delivery notes are handled in different places.
Symptoms
- Accepted quotes do not automatically produce invoice tasks.
- Payment instructions are copied manually from old emails.
- Receipt confirmation is not tied to delivery status.
- There is no simple audit trail from quote to handoff.
First system to ship
A quote-to-invoice handoff with invoice fields, payment instruction templates, receipt status, and fulfillment checklist.
Build scope
- Define the accepted-scope record.
- Create invoice and payment instruction templates.
- Add receipt and delivery status fields.
- Place BTC payment instructions only from an owner-provided public receive address.
- Document reconciliation steps for owner review.
Boundaries
No funds are held by Fortunes Fortuna. No seed phrase, wallet password, private key, exchange login, or withdrawal-capable credential is requested or stored.