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How can we improve the financials?

← Financials

Automation to convert financials once certain status is reached

The option to have financials automatically converted to an invoice via automation once contract signed or different status is reached,

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AdminErynne Chapman (Customer Support Specialist, JobNimbus) shared this idea  ·   ·  Report…  ·  Admin →
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  • Anonymous commented  ·   ·  Report

    I would like to have an automation that auto-converts an estimate to an invoice or work order once it is in the approved status.

Financials: Invoices

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