Create billing records from in-progress service tasks daily
Create billing records from in-progress service tasks daily
Your in-progress service tasks include amounts and labor that aren't recorded centrally, delaying invoicing. It logs those payment details to a central register for same-day invoicing.
Overview
When service tasks sit 'in progress' without a central payments record, invoicing and reconciliation slip. This flow captures task payment details into your payments register and worksheet so billing staff can reconcile and invoice the same day.