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Create billing record and link to client profile

Create billing record and link to client profile

Your billing form responses arrive without a linked client record, stalling invoice preparation and onboarding. The workflow creates a populated billing record linked to the client, enabling billing staff to invoice same day.

Create billing record and link to client profile

Overview

When billing intake isn't linked to a client, invoices get delayed and onboarding stalls. This flow creates a billing record and links it to the client automatically, so billing staff can invoice and proceed the same day.

Create billing record and link to client profile