Update fiscal stage on completed e-billing configuration records

Your implementation records stay on the previous fiscal stage after e-billing finishes, delaying invoicing and handoffs. Ensure records reflect completion so billing staff can invoice same day.

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Overview

When e-billing work completes, your CRM must reflect that readiness immediately so billing can invoice without manual handoffs. This flow flips the fiscal stage automatically and delivers accurate records to billing staff, enabling same-day invoicing and cleaner revenue handoffs.