Create invoice line entries from signed installation contracts

Your signed installation contracts go unlogged, delaying invoices and confusing project managers. The workflow fills the invoicing sheet and sets milestone dates so billing staff can issue invoices same day.

Overview

Signed installation contracts must flow into billing without manual copying. This workflow captures contract totals, computes milestone amounts and dates, and logs invoice-ready rows so billing staff and project managers can issue invoices and schedule milestones the same day.