Business owners: notify finance lead when invoices sent

Business owners send invoices without notifying finance, causing reconciliation gaps. Notify the finance lead and project owner promptly so invoices are tracked and billing is confirmed.

Overview

Unnoticed invoices create reconciliation gaps and billing risk for business owners. This workflow alerts finance leads and project owners when invoices are issued, converting manual handoffs into confirmed billing actions and enabling faster follow-up reported by finance teams.

Notable Features

Notify finance lead and project owner
Attach invoice summary and link
Create audit trail entries