Create draft sales invoices from field service invoices
Create draft sales invoices from field service invoices
Your field service invoices sit only in the scheduling system and delay billing and cash flow. Automatic draft invoices let billing staff review and post them the same day.
Overview
When field service invoices live only in your scheduling system, billing teams spend hours rekeying entries and reconciliation slips. This flow creates draft sales invoices in your accounting ledger within minutes of job completion, enabling same-day review and posting for faster cash collection.