Create and email invoice from board status change
Create and email invoice from board status change
Your bookings hit the configured invoice status without invoices or contracts being issued, which stalls event preparation. Get invoices, e-contracts, calendar entries, and a confirmation text same day.
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Overview
When a booking becomes billing-ready, this flow eliminates manual steps by creating the customer record, issuing the invoice, sending the contract, and adding the event to your calendar so billing staff stop chasing paperwork. You’ll have invoices, a sign request, and a confirmation text out the same day to speed collections and ensure event prep.