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Update billing record and create invoice for client

Update billing record and create invoice for client

Your billing statements sit unapproved without invoice links, delaying collections. Keep statements updated and attach invoice links so billing staff can reconcile and request payment same day.

Update billing record and create invoice for client

Overview

Approving billing statements should move money, not bottleneck it. This flow marks the record, creates the right accounting document, and posts the invoice link back to the billing record so your billing staff can reconcile and request payment the same day.

Update billing record and create invoice for client