For surveyors: create and send authorised invoices when terms signed
For surveyors: create and send authorised invoices when terms signed
Finance teams at surveying firms miss billing when signed RICS Level 2 terms sit in inboxes. Automated invoice creation and delivery ensures accurate billing records reach finance and customers promptly.
Overview
Signed survey terms buried in inboxes create delayed billing and customer confusion, putting finance and operations under pressure. This workflow creates authorised invoices and delivers them to customers and finance automatically, ensuring accurate billing records and fewer missed invoices. The result is cleaner reconciliation and quicker handoffs between ops and finance.
Notable Features
- Create authorised invoice from signed form
- Find or create customer contact record
- Email invoice to customer and finance