Skip to content
Log inSign up
Templates
Create draft invoices from automated events for billing team

Create draft invoices from automated events for billing team

Your billing events don't create invoices, forcing billing staff to enter charges manually and delaying collections. The workflow creates draft invoices so AR can begin collections same day.

Create draft invoices from automated events for billing team

Overview

Stop manual invoice entry that slows collections and ties up AR capacity; this workflow converts billing events into draft invoices and notifies billing so they can pursue payments same day. Implementing it reduces handoffs and gets invoices in front of collectors before the next billing run.

Create draft invoices from automated events for billing team