Keep operations ledgers clean when quotes close

Operations coordinators marking quotes invoiced and closed trigger duplicate alerts and audit gaps that stall billing handoffs. This creates a timestamped ledger entry to prevent duplicates and preserve audit trails.

Overview

Duplicate invoice alerts and missing ledger entries create billing friction and audit risk. This workflow ensures every invoiced-and-closed quote generates one timestamped ledger entry, preventing duplicate notifications and preserving an auditable billing trail. Operations leaders get cleaner handoffs and consistent records for audits.

Notable Features

Create timestamped ledger entries on status change
Prevent duplicate invoice notifications
Add auditable flags for billing handoffs