Operations & billing
Understand the billing hand-off
Separate commercial approval from invoice issuance.
Author and editorial owner: Ovidiu Robotin · Updated
Steps to follow
- Use billing preparation only when the integration is enabled for your workspace.
- Review the contract source, parties, currency, lines and schedule. Resolve missing or contradictory values.
- Approve the exact commercial revision using the available workflow. Automatic scheduling is a separate decision.
- Follow the confirmed downstream state. The accounting system handles its approval and issuance workflow.
Application actions require sign-in and the appropriate permissions.