Create sales invoices from new invoice database records
Create sales invoices from new invoice database records
Your invoice records lack accounting invoices and attachments, delaying collections. Create invoices with PDFs attached and update the record so billing staff can invoice same day.
Overview
When invoice entries sit only in your database, billing and month-end reconciliation stall. This workflow creates full sales invoices with PDFs attached and writes invoice links back to the source so billing staff can invoice customers same day.