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Create client project and invoice from appointment booking

Create client project and invoice from appointment booking

Your consultation bookings lack linked client or project records and stall invoicing. It creates client, project, and invoice records so billing can begin same day.

Create client project and invoice from appointment booking

Overview

Manual handoffs after bookings slow billing and delay client onboarding. This flow captures the invitee, ensures a client and project record exist, creates invoice items, and logs a CRM deal so billing and ops can act the same day.

Create client project and invoice from appointment booking