Enable completion button on project records for billing
Enable completion button on project records for billing
Your project records lack a simple send-to-billing control after work completes, causing manual toggles and delayed invoices. Billing can start same day once the action is exposed.
Overview
When completed work sits waiting for someone to flip a toggle, billing stalls and project managers waste time chasing status. This flow exposes the send-to-billing control automatically so project managers and billing staff can start invoicing same day, removing handoff friction.