Create new customer record from contractor project card
Create new customer record from contractor project card
Your contractor project cards sent to accounting often arrive without customer records, stalling invoices. New customer entries are created automatically so billing staff can invoice the same day.
Overview
When contractor cards land in the accounting queue without customer records, invoice preparation stalls and cash collection is delayed. This flow converts those cards into accounting-ready customer records and updates your contractor master list, enabling billing staff to invoice the same day.