Send 30% billing request on document milestone completion
Send 30% billing request on document milestone completion
Your completed matter tasks marked for document collection delay billing when accounts aren't alerted. Get accounts a billing request and a tracking row so invoices can be issued same day.
Overview
When milestone completions don't reach billing fast enough, invoices slip and revenue lags. This flow routes the milestone date and matter details to accounts and logs a spreadsheet row so your team can raise the 30% interim invoice same day.