Add signed contract PDF to billing task comment
Add signed contract PDF to billing task comment
Your signed client contracts arrive without a linked billing record, delaying invoicing and reconciliation. Add the PDF to the client billing task so billing staff have files ready same day.
Overview
Signed contracts frequently never reach billing, which delays invoicing and ties up reconciliation. This flow attaches the signed PDF directly to the client's billing task and alerts your billing channel if no task exists, so invoices can be prepared same day.