Attach invoice PDFs from CRM to accounting invoices
Attach invoice PDFs from CRM to accounting invoices
You lose invoice context when PDFs remain only on CRM records, delaying reconciliation and dispute response. Link those PDFs to the accounting invoice so billing can reconcile and respond the same day.
Overview
When invoice PDFs only live in the CRM, reconciliation and dispute response slow down. This flow moves those PDFs onto the accounting invoice so billing and AR have one authoritative file and can reconcile or respond the same day.