Keep business owners' billing aligned with master invoices

Business owners edit service add-ons, causing mismatched invoice items and manual reconciliations. This workflow keeps master invoicing aligned with selections so finance issues correct invoices.

Overview

Incorrect add-on selections create invoice errors that force manual reconciliation and delay billing close. By mirroring billing overview changes into master invoices, this workflow ensures finance issues accurate bills and reduces pre-bill corrections. Finance leaders report faster handoffs and fewer reconciliation headaches.

Notable Features

Propagate add-on changes to invoices
Validate invoiceable items before billing
Notify finance team of mismatches