Engineering teams attach visit billing to invoice drafts
Engineering teams attach visit billing to invoice drafts
Engineering teams see billing flags change without invoice links, causing missed billables and audit gaps. Link visits to invoice drafts so finance has auditable billables and avoids missed charges.
Overview
Missed links between visits and invoice drafts create audit gaps and slow reconciliation for finance. This workflow ensures visit records are attached to invoice drafts, creating auditable billables and preventing missed charges so finance can close invoices with confidence.
Notable Features
- Attach changed visits to invoice drafts
- Update billing status on visit records
- Create audit trail for billing links