Holdbacks & Payment Timing: Payable Amounts, Working-Day Terms, Cash vs Earned
This lesson is part of the course
In this lesson
You split each quarter's earnings into the holdback and the amount payable now, date the payments with WORKDAY, measure what the site has earned but not yet received, and date the holdback release with EDATE.
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Lessons in this course
- Cost per Visit: Staff Minutes, Loaded Hourly Costs & Overhead Locked
- The Per-Patient Budget: Visit Schedule Grids, Payment per Visit & Margin per Patient Locked
- Start-Up & Close-Out Costs: Fixed Fees, Training, Archiving & the Gap to the Sponsor Offer Locked
- Enrolment Forecast: Screened, Enrolled & Completed Patients and Months to Target Locked
- Screen Failures & Early Withdrawals: Capped Payments, Partial Visits & Revenue Impact Locked
- Invoiceable Items: Logging Extras, Not-Yet-Invoiced Amounts & Ageing Locked
- Holdbacks & Payment Timing: Payable Amounts, Working-Day Terms, Cash vs Earned Locked
- Study P&L & Dashboard: Revenue vs Cost by Category, Break-Even Enrolment & a Chart Locked