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Create invoice status rows from new estimate entries

Create invoice status rows from new estimate entries

Your estimate rows lack status entries, causing missed billings and manual lookups. It creates a status row for each new estimate so billing staff can reconcile before the next billing run.

Create invoice status rows from new estimate entries

Overview

When estimate rows arrive untracked, billing and reconciliation stall and staff spend time on manual lookups. This flow creates a searchable status row and pulls related work order info so AR can reconcile and act the same day. It turns spreadsheet noise into auditable AR records ready for the next billing run.

Create invoice status rows from new estimate entries