Core operations

Invoices workflow (create/send/reminders)

Invoice lifecycle is managed in-app from issue through reminder/chase stages.

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Operational flow in Scrubix

Where in app: Primary location: Communications workflows in Scrubix.
Step-by-step:
Open the feature from the relevant module for Invoices workflow (create/send/reminders).
Complete the action using customer/job context so data remains connected.
Check resulting status counters or records before leaving the page.

Setup and control checklist

Confirm user role permission for Invoices workflow (create/send/reminders).
Validate related settings/templates before production use.
Run a test path once after config changes.
Common mistake to avoid: Most failures happen when this process is done outside Scrubix and manually backfilled later.

Business outcome

Operational impact: Expected result is less admin drag and faster, cleaner operations in this workflow area.
Field example: Example: team applies Invoices workflow (create/send/reminders) during a live round day and keeps customer/job/payment records in sync.
How to measure success: Track outcome using reduced rework, faster completion, and fewer missed follow-up actions for this workflow.