Create sales invoice and contact from paid orders
Create sales invoice and contact from paid orders
Your paid web orders don't create invoices or customer records, stalling bookkeeping. Create draft invoices and contacts automatically so billing staff can reconcile the same day.
Overview
Stop manual invoice creation from paid storefront orders and eliminate reconciliation gaps that slow bookkeeping. This flow creates draft invoices and customer contacts automatically so your billing staff can reconcile transactions the same day.