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Create and send completion invoices to solicitors and log

Create and send completion invoices to solicitors and log

Your exchange submissions leave invoices and solicitor notifications inconsistent, delaying billing and handover. It sends completion invoices and schedules reminders so billing and agents are ready.

Create and send completion invoices to solicitors and log

Overview

When exchanges are processed manually the office spends hours chasing invoices and scheduling handovers; this workflow creates and emails the solicitor invoice and schedules completion tasks automatically. That means billing and agents receive invoice confirmation and calendar events within minutes of form submission, keeping completion-ready work flowing ahead of the completion date.

Create and send completion invoices to solicitors and log