Finalize invoices in Booqable and create customer invoices in Pennylane
When an invoice is finalized in Booqable, this workflow immediately creates a corresponding customer invoice in Pennylane. Ideal for businesses using both apps, it streamlines the billing process and eliminates the need for manual data entry. This workflow enhances efficiency by ensuring timely and accurate invoice generation.
When an invoice is finalized in Booqable, this workflow immediately creates a corresponding customer invoice in Pennylane. Ideal for businesses using both apps, it streamlines the billing process and eliminates the need for manual data entry. This workflow enhances efficiency by ensuring timely and accurate invoice generation.
- When this happens...Finalize Invoice
Triggers when an invoice is finalized.
- automatically do this!Create Customer Invoice
Creates a new customer invoice.
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