Draft invoice from delivered milestone
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.
In / outDelivered milestone or billing trigger + engagement terms → client-ready invoice with line items, rates, dates, and reconciliation flags
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 or billing trigger — pulling the right line items, rates, dates, and recipient contact, and flagging anything that doesn't reconcile against the engagement terms. Used when a milestone completes or a recurring billing date arrives. Single human-reviewed judgement call per invoice.
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.
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