Create balancing invoice line items in central table
Create balancing invoice line items in central table
Your installation records lack per-line invoice items, creating billing inconsistencies and extra reconciliation. Add balancing line items so billing staff reconcile charges before the next billing run.
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Overview
When installation details and grant amounts live only in project records, billing teams must manually build invoice lines and miss charges. This workflow populates a central line-item table from each new installation record, so finance can reconcile and post invoices reliably before the next billing run.