Create invoice from accepted estimate and attach PDF
Create invoice from accepted estimate and attach PDF
Accepted estimates that need manual invoice creation and crew note copying delay billing and collections. Invoices and crew notes are posted automatically so billing staff can send charges same day.
Overview
Manual invoicing after an accepted estimate slows collections and ties up owners. This flow builds the invoice, moves crew notes, and attaches the original PDF so billing staff can issue bills same day and keep cashflow moving.