Skip to content
Log inSign up
Templates
Create accounting customers and attach IDs to accounts

Create accounting customers and attach IDs to accounts

Your sale records missing accounting customers create duplicate entry and delay invoicing. Link customer profiles to speed invoicing and start jobs the same day.

Create accounting customers and attach IDs to accounts

Overview

Manual customer setup slows billing and keeps crews waiting on job starts. This flow creates and links accounting customer records automatically so billing staff and project managers can issue invoices and begin work the same day.

Create accounting customers and attach IDs to accounts