New billing automation types
BMS now supports new billing automation types, giving teams more flexibility to customize invoicing processes for each client.
You can now automate posting line items, creating invoices, generating PDFs, or combine steps into a single workflow. Options include posting billable items for invoicing, creating invoices from posted items, posting and generating invoices together, completing the full billing cycle with PDF creation, or generating PDFs for existing invoices. These automations save time, reduce errors, and ensure consistent, accurate billing while giving you full control over the process.
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