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Create sales invoice and project item for bookings

Create sales invoice and project item for bookings

Bookings arrive without invoices or task records, causing billing delays and manual work for billing staff. It creates the invoice and board item so billing and coordinators are ready same day.

Create sales invoice and project item for bookings

Overview

When bookings don't produce invoices, finance ends up chasing paperwork and operations spend time entering data. This flow automatically creates and emails the invoice and logs the booking in your project board, giving billing and coordinators everything they need the same day.

Create sales invoice and project item for bookings