Create invoice send task from completed job email
Create invoice send task from completed job email
Your completed-job emails don't create billing tasks, so invoice requests go untracked. Creates assigned invoice tasks with job and customer context so billing clerks can act same day.
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Overview
Stop invoice requests from getting lost in the inbox — this flow turns completed-job messages into high-priority billing tasks with job and customer context. Tasks land in the assigned queue and a team channel so billing clerks can submit invoices the same day.