Draft invoice from delivered milestone
Packaged know-how that tells an agent how to do a job well.
You might say…
“I always delay invoicing because assembling the numbers from three places takes longer than I expect and I'm never confident the figures are right.”
What it does
Generates a client-ready invoice from a delivered milestone, pulling the right line items, rates, dates, and recipient contact, and flagging anything that doesn't reconcile against the engagement terms.
Trigger: Use when a milestone completes or a recurring billing date arrives and an accurate invoice needs to be in the client's inbox promptly.
I/O: Delivered milestone or billing trigger + engagement terms → client-ready invoice with line items, rates, dates, and reconciliation flags
Recognise the problem?
The primitives are the commodity part. The fastest next step is a conversation about composing them into something that works for you.
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