Create draft invoice and ledger row for placements
Create draft invoice and ledger row for placements
New placements arrive without invoices, which delays billing and reconciliation. Create a draft invoice and log the placement so accounts can reconcile and bill the same day.
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Overview
When a placement is recorded, this flow drafts the invoice, calculates the fee, and logs a ledger row so your accounts team can reconcile without manual data entry. That means fewer missed invoices and your billing ready the same day placement is confirmed.