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Create billing customer and invoice task for new closings

Create billing customer and invoice task for new closings

Your post-sale forms sometimes include invalid payment details and missing IBANs, which stalls invoice creation. It creates a billing customer and task so billing staff can finish invoices same day.

Create billing customer and invoice task for new closings

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Overview

When post-sale forms come in with bad or missing payment details, invoicing pauses and finance wastes time chasing clients. This flow creates a billing-ready customer and opens an invoice task, so billing staff can complete invoices same day and avoid reconciliation delays.

Create billing customer and invoice task for new closings