IT create draft invoices when jobs move to production
IT create draft invoices when jobs move to production
IT admins miss invoices when jobs become 'Scheduled for Production', stalling billing before work starts. Draft invoices are created and linked to the job so finance can review before production.
Overview
When invoices lag production scheduling, finance faces billing delays and audit gaps. This workflow ensures draft, job-linked invoices are ready as soon as a job is scheduled, so finance can review and publish before work begins. The result: fewer billing delays and clearer audit trails.
Notable Features
- Create draft invoices on status change
- Link invoices to job records
- Notify finance of new drafts