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.
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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.