Operations coordinators move ready-to-bill orders to Completed sheet
Operations coordinators move ready-to-bill orders to Completed sheet
Operations coordinators copying Ready to Bill rows cause duplicate billing and bad invoice records. This flow moves marked rows to Completed and removes originals so billing has accurate invoices.
Overview
Manual row copying creates billing risk and forces reconciliation work for finance. This workflow moves every order marked ready-to-bill into your Completed sheet and removes the source row, preventing duplicate billing and delivering accurate invoice records. The result is smoother handoffs between operations and billing and far fewer invoice corrections.
Notable Features
- Move marked rows to Completed
- Delete originals from Ready to Bill
- Notify billing and operations on move