Send invoice and certificates to client and update record
Send invoice and certificates to client and update record
Your training invoices and certificates sit in project items and delay billing and participant receipts. It sends the correct invoice and certs to clients and updates records same day.
Overview
If program coordinators and billing staff are manually emailing invoices and certs, that work creates delays and lost receipts. This flow bundles the right files, emails clients the correct documents, and updates project and CRM records so billing and enrollment close same day.