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Create invoices from completed service visits for billing

Create invoices from completed service visits for billing

Completed service visits often don't create invoices, forcing billing to chase paperwork and delaying payments. The flow creates customer records and invoices so billing can send bills same day.

Create invoices from completed service visits for billing

Overview

When field work finishes, this flow turns visit webhooks into customer records and invoices so billing doesn't wait on manual lookups. It reduces reconciliation touchpoints and gets bills ready to send the same day, shortening the collections cycle.

Create invoices from completed service visits for billing