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Invoice: Using and Adding Checklists on Invoices

Enforcing standard operating procedures before billing.

Updated over 3 weeks ago

Checklists

  • Purpose: Ensure your team follows standards (e.g., "Final Safety Check") before the invoice is finalized. Results can be entered and saved using the blue Submit button.

  • Add: Attach a standard operating procedure from your Checklist settings or manually by using the + Checklist button.


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