01
The operational problem
Billing often begins by manually re-entering approved proposal information, creating an avoidable opportunity for omissions, duplicate work, and inconsistent records.
DRAFT INVOICING
Once a proposal is approved, a guarded server workflow can turn it into a linked, atomically numbered draft invoice without reconstructing the commercial scope.
Evidence statusImplemented system
02
The system response
We built a server-side conversion workflow that validates proposal state, carries eligible project and payment information forward, and creates the invoice number atomically.
03
Operational impact
An approved proposal becomes a connected draft invoice while preserving the project items and payment context behind it.
DRAFT INVOICING
Implemented scope
08Proposal-to-Invoice Conversion
- 01
Approval-state validation before conversion
- 02
Atomic invoice numbering and record creation
- 03
Transfer of linked items and eligible payment data
04
Technical foundation
TypeScriptFirebase Cloud FunctionsFirestore transactionsdecimal.js
05
Implementation notes
Claims on this page describe implemented scope at a high level. Private interfaces and live operational data are not published.
Operational impact