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Create invoice records in reporting sheet and table

Create invoice records in reporting sheet and table

Invoices from your job system aren't logged centrally, delaying billing and hiding job financials. Keep billing and project invoice rows synced so reconciliations finish before the next billing run.

Create invoice records in reporting sheet and table

Overview

If invoices from the field get logged only in the dispatch system, billing and project managers spend hours reconciling. This flow consolidates invoice rows into a central table and a project sheet, so reconciliations and customer statements are ready before the next billing run.

Create invoice records in reporting sheet and table