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Set invoice due date from initial consultation appointment

Set invoice due date from initial consultation appointment

Your initial consultation appointments lack an invoice due date, creating billing confusion and delayed invoices. Set the due date on the prospect so invoices are ready before your next billing run.

Set invoice due date from initial consultation appointment

Overview

Initial consultation bookings often reach billing without a due date, which stalls invoicing and cash flow. This flow writes a calculated due date back to the prospect record so billing staff can prepare accurate invoices ahead of the next billing run.

Set invoice due date from initial consultation appointment