Generate invoice and appointment letter and email client
Generate invoice and appointment letter and email client
Your appointment form responses still need manual invoice and letter creation, delaying billing. It generates invoice and appointment letter and emails clients so billing happens same day.
Overview
When Letters of Appointment come in, manual invoice and letter prep delays billing and project starts. This flow auto-numbers invoices, generates a populated Letter of Appointment, and emails both to the client so billing and kickoff can happen same day.