Progress Billing & Payment Claims

The automation monitors the project tracker or spreadsheet for a phase status change to complete. It captures the project ID, phase name, and completion date automatically.

The system retrieves work scope, dates, costs, and change orders from the linked project data source. No manual gathering is required.

A new invoice is created with the correct line items, amounts, and client details. The invoice is saved and assigned a number automatically.

The system looks up the correct email address using the client ID. If the contact is missing or outdated, a flag is raised for manual review.

If the email address is confirmed, the flow continues. If not, a manual step pauses the process for the finance manager to verify the contact.

The invoice is sent automatically to the client contact with a templated email including payment terms, due date, and a link to view the invoice in QuickBooks.

Invoice details are automatically recorded, including invoice number, date sent, client, amount, and due date.

A notification is sent to the finance channel confirming the invoice was sent and setting a reminder to check payment status 2 days before the due date.