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Create and send sales invoices after job completion

Create and send sales invoices after job completion

Your completed jobs cause manual billing and missed or late invoices that slow reconciliation. Automate invoice creation and delivery so billing staff and customers receive PDFs same day.

Create and send sales invoices after job completion

Overview

When a job is marked complete, billing should be instant and auditable. This flow generates invoices, emails receipts, and updates your sheets and CRM so billing staff can reconcile and customers receive invoices same day.

Create and send sales invoices after job completion