Attach PDF links to matching spreadsheet rows automatically
Attach PDF links to matching spreadsheet rows automatically
You get invoice PDFs uploaded to a shared folder that aren't linked to order rows, slowing billing and fulfillment handoffs. Links are added to the sheet so staff can process orders same day.
Overview
Stop letting invoice PDFs sit unlinked in shared folders — link them directly to order rows so billing and fulfillment have a single reference. This reduces lookup time and enables same-day reconciliations and order closures.