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Create draft sales invoice from completed job task

Create draft sales invoice from completed job task

Your job tasks without invoice records stall billing and blur which maintenance jobs need charging. This creates draft invoices from finished tasks so billing can review them same day.

Create draft sales invoice from completed job task

Overview

Field jobs should convert to billable invoices without manual copy-paste or missed fields. This flow turns finished job tasks into draft invoices and writes the invoice link back to the task so billing can review and issue them same day.

Create draft sales invoice from completed job task