Integrations

• Finance and invoicing. Use the service entry invoice reference to link approved delivery time to the invoice issued in your billing process.
• External effect systems. Where an accepted engagement causes an action elsewhere, retain the external reference and effect references on its operation receipt.

Choose an owner for each connection and agree which system supplies the authoritative invoice or external reference. An operation receipt records an action, expected revision, result state and failure reason, giving Operations Lead a place to reconcile a retry. Review an external effect before marking its receipt complete. Check attachment visibility before sharing material with a client. The implementation plan includes a rehearsal of these handoffs.