Create invoice and notify client from table button
Create invoice and notify client from table button
You miss extra-fee billing when staff click a charge button without generating an invoice, delaying collections. Create invoices and email clients automatically so requests go out within 15 days.
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Overview
Stop manual follow-up for small overages and get billing requests out the door the moment a charge is flagged. This creates the invoice and emails the client automatically, so billing teams collect additional charges within the 15-day payment window and cut down on repetitive admin work.