Generate and email invoices for bookings requesting payment

Finance teams miss billing when booking invitees request payment, causing delayed invoices. Create and email an authorised sales invoice when payment is requested so finance can bill promptly.

Overview

Missed or late invoices create cashflow headaches and compliance risk for finance teams. This workflow generates and emails authorised sales invoices when booking invitees request payment, aligning due dates with the chosen payment method and eliminating manual billing steps. The result is faster handoffs, zero missed follow-ups, and clearer audit trails.

Notable Features

Create authorised invoice documents
Email invoices to booking contacts
Assign due dates by payment method