Skip to content
Log inSign up
Templates
Create invoicing board items from draft sales invoices

Create invoicing board items from draft sales invoices

Your draft sales invoices sit only in accounting, leaving billing visibility and collection priorities unclear. They become visible to recruiting ops and billing staff on your invoicing board same day.

Create invoicing board items from draft sales invoices

Overview

Draft invoices often hide in accounting, leaving recruiting ops and billing staff without a clear prioritization queue. This flow creates same-day invoicing board entries and classifies each record so your team can action collections before the next billing run.

Create invoicing board items from draft sales invoices