Integrations

• Customer invoicing. Agree where invoice numbers and customer documents are created, then reconcile them with milestone and payment records.
• Payment confirmation. Use a trusted collection source before a billing coordinator marks a milestone payment Received.
• Accounting. Reconcile invoiced and received amounts with the accounting ledger used by the finance team.
• Document storage. Keep the contract, deliverable and receipt files reachable through attachment links on the relevant records.

An operation receipt records the result of the app’s invoice, payment or work order action. It is a useful checkpoint for the team, but external billing and money movement need a separately confirmed outcome. Assign an owner for each handoff, retain the reference used to match records and review failed operations before retrying. The installation engagement and milestone remain the local context for a reconciliation.