Payment, Delivery & Invoice Process

How Payments Work

1. The client submits an enquiry through the website, email, phone, or an agreed business channel.
2. We review the business requirement, data environment, integrations, timeline, and expected deliverables.
3. We issue a written quote, proposal, service agreement, WooCommerce order, or invoice with the payment amount and scope.
4. The client pays a deposit, milestone payment, monthly support fee, or full invoice depending on the agreement.
5. Work begins after payment confirmation, unless a separate written agreement states otherwise.
6. Deliverables are provided digitally through email, secure file transfer, dashboard access, repository access, deployment, documentation, or online consultation.

Quote-To-Payment Links

For custom-priced work, Streamline X Data can create a WooCommerce order with the exact approved service description, customer details, and final quoted amount. The customer receives a secure order-payment link connected to that invoice record.

This allows transactions to be linked to a specific service scope such as an AI model milestone, analytics dashboard setup, workflow automation phase, support retainer, or consultation package.

Delivery Timelines

Consultations and small support tasks are usually delivered within 1-5 business days. Dashboard, automation, and AI implementation projects commonly take 1-8 weeks depending on complexity. Larger projects may be split into milestones with separate delivery dates and payment stages.

Payment Types We May Collect

• Consultation or discovery session fees.
• Project deposits before development begins.
• Milestone payments for approved phases of work.
• Monthly support, maintenance, or monitoring fees.
• Final invoice payments after agreed work is delivered.

Receipts and Records

Clients receive confirmation of payment and may request an invoice or receipt for their records. We keep transaction records, project scope documents, support notes, and communication history for accounting, service delivery, dispute handling, and compliance purposes.

For questions about a payment, invoice, or delivery status, contact [email protected] or [email protected].