Business owners create draft invoices when dispatches added

Business owners miss billing when dispatch cards aren't linked to invoices, causing cashflow and order mismatch. Finance gets draft invoices for every dispatch card, ensuring invoices link to orders.

Overview

Dispatch cards that aren't tied to invoices create billing gaps and order mismatches, putting cashflow at risk. This workflow creates draft sales invoices from each dispatch card and links them to orders so finance can issue invoices promptly and avoid manual billing work. Finance teams report faster handoffs and fewer billing errors when invoice creation is handled automatically.

Notable Features

Create draft invoices from dispatch cards
Link invoices back to orders
Notify finance of new drafts