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Create three-part invoices from closed jobs into accounting

Create three-part invoices from closed jobs into accounting

Your job records still need manual invoice setup, which delays billing and obscures revenue timing. The flow creates draft invoices and syncs them to your CRM so billing staff can action same day.

Create three-part invoices from closed jobs into accounting

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Overview

If you’re still building invoices by hand from job records, billing slips through the cracks and revenue timing gets messy. This flow creates draft invoices, schedules instalments when required, and syncs invoice IDs back to the originating CRM so billing staff can act the same day.

Create three-part invoices from closed jobs into accounting