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Add invoice and offer records, copy PDFs to accounting

Add invoice and offer records, copy PDFs to accounting

You miss bookkeeping context when invoices and offers aren't logged centrally, delaying reconciliations and approvals. Get rows and standardized PDFs into the accounting folder within 30 minutes.

Add invoice and offer records, copy PDFs to accounting

Overview

Missing invoice rows and orphaned PDFs slow month-end closes and create manual cleanup. This workflow centralizes document records and deposits standardized PDFs into the accounting folder within 30 minutes, so billing staff can reconcile faster and with fewer errors.

Add invoice and offer records, copy PDFs to accounting