Milestone billing at systems integration firms requires manual verification of project completion, contract terms, and revenue recognition before invoicing. This process is slow and error-prone, with finance teams spending hours each week cross-checking spreadsheets, emails, and project boards.
Automation validates billing eligibility, calculates correct amounts, and routes invoices for review and sending. The result is same-day invoicing with zero billing errors and faster cash collection.
The full workflow, from trigger to completion.
Automation detects when a project milestone status changes to 'Complete' and captures the project ID, milestone name, and completion date.
The automation retrieves the full project record, including client name, contract ID, and billing terms, then looks up the corresponding contract document metadata.
The automation reviews the contract terms, milestone completion date, and project scope to confirm the milestone is billable and calculate the correct invoice amount based on the contract.
The automation creates a new invoice with the client name, billing amount, milestone description, and due date automatically populated from the project and contract data.
The automation sends the invoice to the client email address with a templated cover message and payment instructions.
The automation updates the internal WIP tracking spreadsheet and logs the invoice number and send date back to the project record.
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