Draft invoice from SOW and logged work
Generates a client-ready invoice draft from the SOW, agreed fee structure, and logged hours or milestones, flagging out-of-scope lines for review.
In / outSOW + fee structure + logged hours/milestones → itemised invoice draft with payment terms and flagged out-of-scope lines
You might say…
“Invoice errors erode trust with good clients fast. I want the draft to be right before it ever reaches my desk.”
What it does
Generates a client-ready invoice draft from the engagement SOW, agreed fee structure, and logged hours/milestones — itemising deliverables, applying the correct payment terms, and flagging any out-of-scope lines for review. Used at each billing cycle before an invoice is sent. Human-in-loop: the partner reviews amounts before issue.
Trigger: Use at each billing cycle before an invoice is sent; partner reviews amounts before issue.
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