Create CO2 invoice records from vehicle form submissions
Create CO2 invoice records from vehicle form submissions
Your vehicle intake forms miss billing fields and stall invoice creation. The workflow posts complete invoice records so billing staff can process them the same day.
Overview
Missed billing fields in vehicle intake slow collections and create extra reconciliation work for billing staff. This flow turns each qualifying form into a billing-ready invoice record and posts it to your billing system within minutes so finance can close the loop the same day.