Installation Milestone Payment Trigger
A done-for-you solar automation built for the Finance Manager, connecting QuickBooks so the work below happens on its own.
What this automation does, step by step
As a project passes each contractually defined milestone, site survey, permit approval, installation complete, activation, this automation automatically generates the corresponding invoice tied to the finance agreement.
Billing stays synced to actual progress instead of trailing behind because a milestone was reached but nobody triggered the invoice.
- A solar CRM
- QuickBooks Online
- Zapier or Make.com
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
Without a system in place, a finance manager has to manually chase down updates, send reminders one by one, and hope nothing falls through the cracks. Over a month, those small manual steps add up to a significant amount of lost time.
With this automation
- Invoices generated the moment a job or milestone completes
- Polite, escalating payment reminders that run on schedule
- Failed payment recovery for subscriptions and memberships
- Expense, commission, and reconciliation work handled automatically
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