Send invoice alert for unrecorded CO2 swaps to billing
Send invoice alert for unrecorded CO2 swaps to billing
Your completed work orders showing CO2 exchanged but no linked sales order create unbilled service items. Notify billing so invoices include warranty or reductions before the next billing run.
Overview
When field techs swap CO2 without a linked order, invoices get missed and billing cycles stall. This flow delivers the work-order context to billing within minutes so invoices are created with warranty adjustments before the next billing run.