Create and email sales invoice when terms are signed

Signed terms in your booking system can leave invoices uncreated and payments delayed. You receive the invoice emailed immediately, keeping billing current and ready for reconciliation.

Create and email sales invoice when terms are signed

Overview

When customers sign terms, invoices must be issued without delay or billing slips into backlogs and cashflow stalls. This flow creates the invoice and emails it immediately, keeping billing current and enabling payments to be collected the same day.

Create and email sales invoice when terms are signed