Create billing lines and discounts from updated project records
Create billing lines and discounts from updated project records
Updated project records must create invoice rows, but manual entry misses discounts and causes reconciliation delays. It creates billing and discount rows so invoices are ready same day.
Overview
When project rows flip to billable, your billing queue needs accurate line-level entries or invoices slip into backlog. This flow writes standardized billing and conditional discount rows automatically, so finance receives ready-to-send invoices the same day and reconciliation work drops.