create_and_send_new_invoice_line_items

create_and_send_new_invoice_line_items decides what services to bill at the beginning of each month. It reads service request data and redcap project data to create a dataset of records that will be used by the fiscal team to create line items on invoices. The dataset will include records that describe service request work completed in the previous month. The dataset will also have one record for each REDCap project with an anniversary in the previous month and also meets several other criteria.

create_and_send_new_invoice_line_items data processing workflow