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Create and send client invoice from form submission

Create and send client invoice from form submission

Your invoice form submissions are handled manually, delaying payment links and forcing billing team to chase clients. It issues finalized invoices and emails payment links so clients can pay same day.

Create and send client invoice from form submission

Overview

When intake forms spawn invoices, manual billing slows collections and ties up founders. This flow creates the customer, issues a finalized invoice, and emails a payment link so billing staff can collect payments the same day.

Create and send client invoice from form submission