Add placeholder invoice line when a job completes
Add placeholder invoice line when a job completes
You get pending invoices without a starter line after jobs finish, which stalls billing. Add a placeholder line so billing staff can finalize items and issue invoices same day.
Workflow preview:
Zap details:
Overview
When jobs close without invoice items, billing backlogs and manual corrections grow. This flow inserts a clear placeholder line per invoice so billing staff and office managers see a complete bill record and can finalize invoices the same day.