Integrations

• Contract source. Bring the agreed client, cohort value, dates and budget hours into the engagement record through an import or a configured connection.
• Invoice delivery. Provide the invoice number and delivery channel used by your billing operation when a milestone is invoiced.
• Payment confirmation. Bring confirmed collection information to the tuition billing record before it is marked Received.
• Course delivery evidence. Attach the relevant course deliverable or supporting file to its source record when it is needed for review.

Decide which system owns each external fact and who can correct it. Reconcile a sample invoice and payment to the linked milestone before expanding. Preserve source references and operation receipts so the team can distinguish an attempted action from a completed billing or collection event.