Send PO missing alerts and update invoices for upcoming jobs
Send PO missing alerts and update invoices for upcoming jobs
Your scheduled jobs sometimes lack a customer PO, stalling invoicing and forcing accounting to chase details. Notifications and invoice updates make billing ready before the next billing run.
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Overview
When jobs are two days out without a customer PO, billing stalls and accounting wastes time chasing paperwork. This flow alerts accounting and appends PO details to invoices so billing is ready within hours and before the next billing run.