Mark project billing-ready from checklist and log issues
Mark project billing-ready from checklist and log issues
Post-install checklist submissions often miss billing status, requiring manual fixes. The workflow marks projects billing-ready and logs exceptions so invoicing runs on schedule.
Overview
Eliminate manual project status updates from post-install checklists and surface exceptions to your integration team. This flow lets your IT and operations staff mark projects billing-ready within minutes of submission, reducing billing lag and ensuring invoices proceed before the next billing run.