Send invoice email and move task on completion

Your billing subtasks finish without invoices being emailed, leaving clients uninformed and payments delayed. It sends the invoice and updates the task so receivables are ready same day.

Send invoice email and move task on completion

Overview

When a billing subtask is completed, this flow sends the invoice to the client and marks the parent task as billed so nothing falls between work and cash collection. That reduces manual email steps for you and gets receivables actionable same day.

Send invoice email and move task on completion