Add file download link to invoice record in table
Add file download link to invoice record in table
Your invoice records arrive without linked files, forcing billing staff to search for attachments and delaying reconciliation. Records get direct download links so staff reconcile invoices same day.
Overview
Invoices often land in your table without accessible originals, costing billing staff time and delaying close. This workflow attaches a direct download link to each invoice record so AR can find files and reconcile invoices the same day.