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Create sales invoice and update board status from item

Create sales invoice and update board status from item

Your invoicing board entries lack structured invoices, forcing manual billing steps and missed bill runs. The invoice is created and board status updated so billing staff can send invoices same day.

Create sales invoice and update board status from item

Overview

When a billing flag changes on your project board, project engineers and billing staff shouldn't be rebuilding invoices by hand. This flow creates a ready-to-send invoice and updates the board so invoices are actionable and can be billed same day.

Create sales invoice and update board status from item