Create priced line items from service bookings for billing
Create priced line items from service bookings for billing
Your bookings include concatenated price and discount strings that stall billing prep and delay invoices. Produce per-service price and discount lines so billing can invoice same day.
Workflow preview:
Zap details:
Overview
Messy price and discount strings mean billing staff spend time cleaning data instead of invoicing. This flow converts those strings into ordered price and discount line items and enforces a first-item discount rule so invoices can be issued and reconciled the same day.