Add invoice line from new line-item and email customer
Add invoice line from new line-item and email customer
When new line-item records never reach sales invoices, your billing process stalls and collections slow. It updates the invoice, emails the customer, and gets billing staff payment-ready the same day.
Overview
Uncaptured line items create billing gaps that slow cash flow and frustrate billing staff. This flow appends each new line to the matching invoice and emails it, so finance can issue customer invoices the same day.