Create draft bill from signed grant agreements and save PDF
Create draft bill from signed grant agreements and save PDF
Signed grant agreement PDFs without accounting entries leave your billing team missing invoices and tax IDs. Create contacts, a draft bill, and archive the PDF so payments are review-ready same day.
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Overview
Signed agreements often arrive without invoices or tax IDs, which stalls payouts and burdens program staff. This flow turns a completed envelope into a contact, a draft bill, and an archived PDF so finance has review-ready invoices same day and program coordinators can approve payments ahead of the billing run.