Skip to content

Create draft multi-line invoices from database records fast

Your project database flags invoices for export, but manual export delays billing. Creates draft multi-line invoices so billing staff can send them same day.

Create draft multi-line invoices from database records fast

Workflow preview:

Zap details:

Overview

Manual handoffs between your project database and accounting slow billing and increase reconciliation work. This flow turns flagged invoice records into draft, multi-line invoices in your ledger automatically, so billing staff have ready invoices to send the same day.

Create draft multi-line invoices from database records fast