Keep engineering billing consistent when jobs enter invoicing

Engineers moving cards to Create Invoice cause inconsistent invoices and audit gaps. It creates invoices from job data, attaches them to the card, so finance bills clients faster with audited records.

Overview

Missed or inconsistent invoices create audit risk and slow billing cycles. This workflow converts job card data into templated invoices attached to the job and prepares client email drafts, eliminating manual file hunts and reducing billing friction. Finance leaders get auditable records and faster handoffs between engineering and accounting.

Notable Features

Create invoice from job data
Attach invoice file to job card
Prepare client email draft