Attach incoming invoice PDFs to matching records instantly
Attach incoming invoice PDFs to matching records instantly
Invoice PDFs arrive unlinked in your inbox, delaying campaign billing and reconciliation. Attach PDFs to matching invoice records automatically so billing and marketing ops can reconcile same day.
Overview
Invoices buried in marketing inboxes slow down billing and month-end close. This flow extracts invoice IDs and attaches PDFs to the right records automatically, giving billing and campaign owners a reconciled view the same day. It reduces manual lookups and speeds reconciliation ahead of billing runs.