Verify invoicing contact and notify billing on completion
Verify invoicing contact and notify billing on completion
Your project invoice contact fields are often out of date when projects close, causing billing to chase updates. Verifying contacts by email keeps billing accurate and enables same-day invoicing.
Overview
When project completion flags trigger, unverified invoice contacts force billing to chase clients and delay collections. This flow sends a confirmation email to the listed invoice contact and routes any corrections to billing, enabling receivables to issue invoices same day.