Create invoices and post payments for field appointments
Create invoices and post payments for field appointments
Service appointments update with invoice markers but leave billing teams creating invoices manually. Invoices and payments post automatically so receivables can reconcile before the next payment run.
Overview
When service appointments are marked for invoicing, manual invoice creation and payment logging wastes billing hours and delays reconciliation. This flow turns updated appointment records into posted invoices and payments automatically, giving your billing staff reconciled AR entries within 12 hours and fewer manual follow-ups.