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Create and send invoice from project item to client

Create and send invoice from project item to client

Your permit invoice items left in a configured status cause manual billing and missed sends for projects. It creates and emails accurate invoices so billing staff get confirmations same day.

Create and send invoice from project item to client

Overview

When a board item becomes billing-ready, manual invoicing ties up your operations manager and delays client billing. This flow turns that status into a posted QuickBooks invoice and an emailed bill, so billing staff and project managers get confirmations and reconciliation-ready logs the same day.

Create and send invoice from project item to client