Construction project managers trigger invoices from subitems when marked for billing
Construction project managers trigger invoices from subitems when marked for billing
Project managers mark subitems 'Send Invoice' but invoicing often stalls, causing billing errors and cashflow gaps. Invoices start processing within minutes of the flag, ensuring accurate billing.
Overview
Missed invoices create billing inaccuracies and cashflow headaches for construction project managers. This workflow turns every 'Send Invoice' subitem into a draft invoice in your accounting system and notifies finance, eliminating manual handoffs and closing billing gaps.
Notable Features
- Trigger invoice creation on change
- Attach project and cost details
- Notify finance and update status