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Create sales invoices from approved board items for billing

Create sales invoices from approved board items for billing

Your board's invoice items lack structured line data, forcing manual parsing by engineers and billing. Create full invoice records from approved items so finance can bill and reconcile same day.

Create sales invoices from approved board items for billing

Overview

When engineers mark work invoice-ready, billing often waits for manual extraction and line-item cleanup; this flow turns approved board items into invoice drafts with parsed line items and contact lookup. That hands billing complete invoice records so finance can send invoices and reconcile accounts same day.

Create sales invoices from approved board items for billing