Skip to content
Log inSign up
Templates
Update case and create scheduling task from paid invoice

Update case and create scheduling task from paid invoice

Paid O&M invoices in QuickBooks that aren't linked to a CRM case leave schedulers and field crews without payment context. Add payment date and PDF to the case and create a priority scheduling task so work proceeds same day.

Update case and create scheduling task from paid invoice

Overview

Update case and create scheduling task from paid invoice