Keep marketing ops' extra billing visible in master sheet

Marketing ops miss 'Additional Time' invoice lines, causing reconciliation gaps and delayed campaign budgets. This workflow records those line items into recurring-clients master sheet, ensuring consolidated billing visibility.

Overview

Missed 'Additional Time' lines create reconciliation gaps that stall campaign budgets and billing accuracy. Centralizing those line items in a single recurring-clients master sheet gives marketing ops, operations, and billing consolidated visibility—eliminating missed entries and making reconciliations and reporting far more reliable.

Notable Features

Add 'Additional Time' invoice rows
Lookup invoices to prevent duplicates
Notify ops and billing stakeholders