Internal workflow

DocuSign to QuickBooks Desktop

Track completed envelopes, QuickBooks Web Connector polling, invoice creation, and accounting exceptions from one place. New envelopes show up on the Proposals screen first.

Signed, ready for invoice0
Waiting for QuickBooks0
Sent to QuickBooks0
Invoice created0
Needs attention0
Handled manually0

Recent invoice jobs

No invoice jobs yet. Seed one with pnpm --filter @invoice-bridge/qbwc seed:test-job.