Attach purchase orders to sales invoices and notes
Attach purchase orders to sales invoices and notes
Your sales invoices lack attached purchase orders, delaying approval and payment preparation for projects. Attachments are added to invoice records so billing staff can process transactions same day.
Overview
Missing POs slow approvals and leave billing teams chasing documents; this flow links the CRM purchase order to the accounting invoice and surfaces exceptions to finance. That reduces manual handoffs and gets billing staff the paperwork they need to prepare payments the same day.