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Create billing task from new client onboarding form entry

Create billing task from new client onboarding form entry

Your new client onboarding forms often lack a billing ticket and stored PDF, forcing billing staff into manual searches. The workflow creates a billing task and saves the PDF so invoices start the same day.

Create billing task from new client onboarding form entry

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Overview

Onboarding forms often arrive without a clear billing request, which delays invoicing and ties up staff time. This flow turns each submission into a billing card and stores the completed PDF so billing can begin invoices the same day.

Create billing task from new client onboarding form entry