Send monthly client invoices with approved visit files
Send monthly client invoices with approved visit files
Your monthly invoice PDFs and visit notes are manually assembled, delaying client billing. Get invoices built and emailed automatically so clients receive billing ahead of the next cycle.
Overview
Each month your team spends time assembling visit notes and chasing attachments, which delays billing and collections. This flow builds the invoice package from approved visit records and emails clients on billing day, so billing staff can close the month faster and clients receive invoices before the next cycle.