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Attach shipment PDFs to opportunities for billing staff before the billing run

Attach shipment PDFs to opportunities for billing staff before the billing run

Your shipment records arrive without attached packing slips, causing delayed invoicing and lost proof of delivery. Billing staff get packing-slip PDFs attached to the related opportunity so invoices go out before the next billing run.

Attach shipment PDFs to opportunities for billing staff before the billing run

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Attach shipment PDFs to opportunities for billing staff before the billing run