Create daily sales records from finished jobs for reporting
Create daily sales records from finished jobs for reporting
Your finished job records are scattered, making daily sales totals and invoicing slow and error-prone. Capture each completed job into a daily sales table for fast reconciliation and same-day invoicing.
Overview
Unrecorded finished jobs make daily sales and invoicing a scramble for a small service business. This flow captures each completed job into a single sales table so the founder or bookkeeper can reconcile and invoice the same day, reducing administrative lag.