Create customer invoice and confirm booking via email
Create customer invoice and confirm booking via email
New sales deals lack billing records and confirmations, delaying payments and blocking technician assignment. Invoices and confirmations go out automatically so bookings are paid and assigned same day.
Overview
When a new deal lands, it should immediately create a billing customer, generate an invoice, and send a payment link—not sit in a queue. This flow creates the billing record and sends confirmations within minutes, enabling same-day technician assignment and faster cash collection.