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Create invoice document and draft email to client

Create invoice document and draft email to client

Project cards moved to invoicing scatter invoice data across sheets and cards, creating manual work and missed billing. Create the invoice doc and a draft email so billing staff can send same-day invoices.

Create invoice document and draft email to client

Overview

When cards hit the invoicing stage, finance often scrambles to pull customer details and create invoice files—delaying cash collection. This flow centralizes the lookup, creates the invoice document, attaches it to the card, and stages the customer email so billing staff can issue invoices the same day.

Create invoice document and draft email to client