Create draft sales invoices from completed inspection reports
Create draft sales invoices from completed inspection reports
You get inspection reports missing billing details, which delays invoice creation and omits chargeable items. Create draft sales invoices automatically so billing staff can issue invoices the same day.
Overview
Stop leaving chargeable survey items out of billing because reports arrive unstructured. This flow turns each completed inspection into a draft invoice and reconciliation row, so billing staff can issue correct invoices the same day and close periods faster.