Generate order confirmation and attach link to project
Generate order confirmation and attach link to project
Your project record lacks the finalized voucher when accepted quotes aren't captured, leaving billing and coordinators blind. Link the order confirmation to the project so billing can invoice same day.
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Overview
Accepted quotes frequently stall billing when final vouchers aren't linked back to project records. This flow creates the finalized order confirmation and pins the link to the project so billing and project coordinators can see the voucher and invoice same day.