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Create invoices from new billing records for client files

Create invoices from new billing records for client files

Your invoice records have mixed currencies and multi-line items that need manual formatting. The flow builds client-ready invoice PDFs and saves them to the client folder for same-day billing.

Create invoices from new billing records for client files

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Overview

For a small migration practice, getting invoices out quickly keeps cashflow predictable and reduces admin overhead. This workflow turns new invoice records into client-ready PDFs and stores them in the right client folder, enabling same-day billing and simpler reconciliation.

Create invoices from new billing records for client files