Attach invoice PDFs to matching invoice records automatically
Attach invoice PDFs to matching invoice records automatically
Invoice PDFs land in your invoices folder but aren’t attached to the invoice, leaving billing without paperwork. Attaches the PDF to the invoice so billing can send finalized invoices same day.
Overview
Missing attachments slow billing and force manual chasing; this flow links inbound invoice PDFs to their invoice records and posts a confirmation to your accounts channel. That lets billing finalize and send invoices the same day, shortening processing time and reducing follow-ups.