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Create draft sales invoice from dispatch board card

Create draft sales invoice from dispatch board card

Your dispatch cards without invoices stall billing and delay cash flow. Automatically create draft sales invoices so billing staff can review and send them same day.

Create draft sales invoice from dispatch board card

Overview

Dispatch cards that never become invoices create billing bottlenecks and slow cash collection. This flow turns each qualifying dispatch card into a draft invoice and tags the card with the invoice number, so billing staff can review and issue invoices same day.

Create draft sales invoice from dispatch board card