Client invoice preparation
Invoices assembled from approved time and expenses
How a run goes
The steps this agent takes, in order, and what each one leaves behind.
Reads the approved time, expenses and the contract terms
Assembles each client invoice from the approved time, the expenses and the fee terms in the statement of work
Builds the invoice and checks it against the schedule
Checks the invoice against the billing schedule and the client's spending approvals
Drafts the narrative and routes it for approval
Drafts the invoice narrative and the backup the client asked for
Works in
NetSuite, Asana, Box
NetSuite, Asana, BoxWhat it does
- Assembles each client invoice from the approved time, the expenses and the fee terms in the statement of work
- Checks the invoice against the billing schedule and the client's spending approvals
- Drafts the invoice narrative and the backup the client asked for
Connects to
Need it to work differently?
Every agent can be changed: the steps it takes, the systems it uses and who approves what.