Business owner: generate invoice-ready documents when prepayment missing

Business owners miss invoices when completed orders lack recorded prepayment, causing reconciliation gaps. Auto-create invoice-ready billing files in the finance folder so finance can reconcile sooner.

Overview

Missed invoice preparation creates cashflow uncertainty and piles reconciliation work onto business owners. This workflow turns completed orders without recorded prepayment into standardized, invoice-ready documents saved directly in the finance folder, eliminating missed prep and improving handoffs. Teams report faster handoffs and fewer billing errors.

Notable Features

Create invoice-ready billing files
Save files to finance folder
Flag exceptions for finance review