Business owner: create draft invoices from jobs and payments

Business owners watch billable jobs go un-invoiced, creating reconciliation headaches. Create draft sales invoices from jobs, orders, or payments so finance has review-ready invoices for posting.

Overview

Missed or late invoices create reconciliation headaches and cash-flow risk for business owners. This workflow turns job, order, or payment events into draft sales invoices linked to the originating record, eliminating manual entry and keeping billing records consistent. Finance gets review-ready invoices and fewer reconciliation exceptions.

Notable Features

Create draft invoices from jobs
Link invoices to originating orders
Notify finance of new drafts