Progress billing and draw scheduling requires bookkeepers to manually track project milestones, retrieve contract terms, calculate earned revenue, and prepare invoices and draw requests.
Automation retrieves milestone data from the project management system, calculates draw amounts based on contract terms, and generates invoices and draw request documents automatically.
The full workflow, from trigger to completion.
Webhook detects a project milestone status change to complete and passes the project ID, phase name, and completion date to the automation platform.
The automation queries a contract database or Google Sheet to retrieve the draw percentage, holdback, and payment terms for the project and phase.
The automation calculates earned revenue, applies holdback, and determines the invoice and draw request amounts based on contract terms and project progress.
The automation creates an invoice with the calculated amount, project details, and client information, then marks it ready to send.
The automation sends the invoice to the client and attaches a generated draw request document with all required details.
The automation posts a message confirming the draw has been issued, including the project name, amount, and client contact.
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