From approved report to invoice on the same day

Why invoices go out late

The report is the last thing the field team touches, and the invoice is the first thing finance touches. If nothing connects them, a verbal handoff fills the gap.

Ideas to close the gap

• Capture the PO number when the work request is created, not after the job.
• Link each work request to its accepted quotation, so the amount is already known.
• Treat report approval as the billing trigger.
• Let finance review a draft rather than build an invoice from scratch.

How NDT Pilot handles it

When a report is approved, a draft invoice is created from the linked customer, PO, and quoted amount. Finance reviews it and issues it. The automation can be switched off in company settings.