Add completed service invoices to finance report sheet
Add completed service invoices to finance report sheet
Your completed invoices go unlogged when stage updates aren't captured, delaying reconciliation. Rows are added to a central finance sheet so accounting can reconcile the same day.
Overview
When completed service stages aren't captured, reconciliation stalls and the monthly close drags. This flow reliably logs invoice details into a single finance worksheet and updates contact records so accounting can reconcile the same day.