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Create draft sales invoice from new line item

Create draft sales invoice from new line item

Your line-item records aren't converted into invoices, delaying customer billing and reconciliation. Create draft invoices automatically so billing staff can review and send them same day.

Create draft sales invoice from new line item

Overview

Manual invoice creation from line-item records ties up billing staff and slows cash collection. This flow turns new line items into draft invoices and writes the invoice reference back to the order so billing can review and send invoices the same day.

Create draft sales invoice from new line item