Create sales invoice from project record button press

Your project records often generate invoices manually, delaying billing and cash flow. The invoice is created automatically so billing staff can send invoices the same day.

Create sales invoice from project record button press

Overview

Manual invoice creation from project records ties up billing staff and slows collections. This flow posts invoices into your accounting ledger from a single button press, so finance teams can close jobs and send invoices the same day.

Create sales invoice from project record button press