Add customer PO to invoice and notify accounting
Add customer PO to invoice and notify accounting
Your upcoming appointments are missing customer PO numbers, leaving invoices incomplete and billing unprepared for scheduled work. Get invoices updated or accounting notified so jobs are billing‑ready before the scheduled appointment.
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Overview
When next‑day appointments arrive without customer POs, billing often stalls and project teams scramble the morning of service. This workflow updates invoice records or alerts accounting so your project managers and billing staff secure payment details and keep jobs billing‑ready the day before service.