diff --git a/session-logs/2026-04-30-session.md b/session-logs/2026-04-30-session.md index aa9085f..7ad36f3 100644 --- a/session-logs/2026-04-30-session.md +++ b/session-logs/2026-04-30-session.md @@ -373,12 +373,32 @@ Investigated Syncro billing for 2026-04-30. **Major billing gap identified and v - Checked all 31 customer invoice records for matching invoices: **NONE FOUND** - Example: Kittle #32223 shows "Invoiced" status but customer has no invoice for that ticket - Example: Cascades has 11 tickets marked "Invoiced" with no time, no invoices, and NO contract +- All tickets have only 1 comment (Initial Issue) - no invoice workflow comments +- All tickets missing normal invoice workflow: no time logged → no "Invoice emailed" comment → no actual invoice - This is lost revenue, not contract-covered work +**Root Cause Analysis:** +Pattern indicates tickets are being marked "Invoiced" status **WITHOUT following proper billing workflow**: +- **NOT a Claude/API integration issue** (Claude doesn't change ticket statuses) +- **NOT a one-time event** (tickets span March 3 - April 28, multiple update dates) +- **Likely causes:** + 1. Manual status changes to clear tickets from queue without billing + 2. Syncro automation/workflow rule that's misconfigured + 3. Bulk status updates being performed periodically + +**Update date clusters suggest periodic batch processing:** +- 2026-04-07: 4 tickets updated +- 2026-04-09: 4 tickets updated +- 2026-04-15: 4 tickets updated +- 2026-04-16: 3 tickets updated + **Action Required:** -1. Review each of the 31 tickets above -2. Add time entries for actual work performed -3. Generate invoices if not already sent -4. If tickets were marked "Invoiced" in error, correct the status +1. **URGENT:** Review each of the 31 tickets and add time entries for work performed +2. Generate invoices for tickets with actual billable work +3. **PROCESS FIX:** Investigate what's changing tickets to "Invoiced" status: + - Check Syncro automation rules + - Check if bulk status updates are being used + - Consider requiring time entries before allowing "Invoiced" status + - Review workflow to prevent future revenue loss **Note on Sombra (#32225):** Per Mike, RMM enrollment doesn't require billing. Focus on the other 30 tickets above.