Invoice Tracking

March 2026 Invoice

At Large

READY TO GENERATE

Rate

$90/hr

March Hours (confirmed)

67.5 hrs

Estimated Invoice

$6,075.00

Payment Terms

Net 30

~May 1

Invoice Lifecycle

1

Enter Remaining Hours

2

Generate Invoice

3

Review PDF

4

Send to Danny

5

Record Payment

The Setup

Everything that's already done

At Large Entity

NameAt Large
OrgNimba Sandbox
Entity TypeClient, Active
Record Ida3VRu000002ZPtdMAG
Hourly Rate$90.00
ContactDanny (email TBD)

Sync Status

Total WorkLogs in Nimba63
Total Hours (all time)251.5h
March Logs (confirmed)12 logs
March Hours (confirmed)67.5h
Remaining to EnterWeek of 3/21-3/31
Sync FrequencyEvery 5 min

Infrastructure Checklist

Document Engine built and operational
At Large NetworkEntity exists (Client, Active)
DefaultHourlyRateCurrency__c set to $90
WorkLogs syncing from MF Prod to Nimba
Invoice PDF rendering working
Email delivery with PDF attachment working
CC to glen@cloudnimbusllc.com working
DeliveryTransaction__c for payment tracking

Step-by-Step Guide

Everything Glen needs to do, in order

Hours from 3/21 through 3/31 need to be entered in MF Prod. They sync automatically to Nimba every 5 minutes via DeliveryHubScheduler.

Process:

  1. 1Log into MF Prod (SF CLI alias: MF-Prod)
  2. 2Navigate to Delivery Hub app
  3. 3Enter hours for each day from 3/21 through 3/31
  4. 4Hours sync automatically to Nimba via scheduler (every 5 min)
  5. 5Verify hours arrived in Nimba: check At Large WorkLogs for March period
Verify March hours in Nimba
sf data query -q "SELECT SUM(delivery__HoursNumber__c) FROM delivery__WorkLog__c WHERE delivery__NetworkEntityId__c = 'a3VRu000002ZPtdMAG' AND delivery__DateDate__c >= 2026-03-01 AND delivery__DateDate__c <= 2026-03-31" -o nimba

Glen's Checklist

Everything that needs to happen, in order

Confirm Danny's email address for At Large

Need this before the invoice can be sent

Enter remaining March hours in MF Prod (3/21 - 3/31)

Log into MF Prod and enter time

Wait for hours to sync to Nimba (~5 min via scheduler)

DeliveryHubScheduler syncs every 5 minutes

Generate invoice in Nimba Admin Home

Document Viewer component > At Large > Invoice > March 2026

Review PDF output

Verify header, line items, totals, payment terms

Send to Danny on April 1

May need to enable sandbox email deliverability first

Track payment when received

Expected ~May 1 (Net 30)

Troubleshooting

If something goes wrong

Hours aren't syncing to Nimba

Check the sync queue in Nimba. The DeliveryHubScheduler runs every 5 minutes. Look for queued Sync_Item__c records. If the queue is stuck, check for failed items with retry count >= 3.

Invoice looks wrong

Check the WorkLog dates and entity assignment in Nimba. Ensure all logs have the correct NetworkEntityId (a3VRu000002ZPtdMAG) and March dates. Regenerate the invoice after fixing data.

Email fails to send

Verify Salesforce email deliverability settings in Nimba sandbox. Go to Setup > Email > Deliverability and set to "All Email". Sandboxes default to "System Email Only".

PDF rendering issues

The PDF uses a Visualforce page (DeliveryDocumentPdf). Check for rendering errors in the browser console. The page must be accessible by the running user.

Financial Summary

Billing Rate$90.00/hr
March Hours (confirmed in Nimba)67.5h
Estimated Invoice (at 67.5h)$6,075.00
Remaining Hours to EnterWeek of 3/21-3/31 (TBD)
Payment TermsNet 30
Expected Payment~May 1, 2026
Billing EntityCloud Nimbus LLC
ClientAt Large
Final Invoice Total$6,075.00+

+ remaining hours from 3/21-3/31

Reminder: Glen bills At Large at $90/hr. At Large bills MF (~$125-135/hr). Glen does NOT invoice MF directly -- At Large is the billing entity. Danny is the At Large contact.

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