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Create and email sales invoice after signed agreement

Create and email sales invoice after signed agreement

Signed engagement letters don't become invoices, leaving billing without billable records. Create and send invoices automatically so accounts can bill and reconcile same day.

Create and email sales invoice after signed agreement

Overview

When a client signs an engagement letter, billing shouldn't wait on manual handoffs. This flow turns the signed document into a numbered sales invoice and emails it automatically so receivables can bill and reconcile same day.

Create and email sales invoice after signed agreement