Create draft invoice from each new online order
Create draft invoice from each new online order
Unmatched online orders cause billing delays and extra manual work for finance. It creates draft invoices for qualifying orders so billing can review and send them same day.
Overview
When storefront orders arrive without accounting records, your billing team spends time on manual entry and chasing missing data. This flow finds or creates the customer and generates a draft invoice so billing can review and issue invoices the same day.