Business owners attach payment links to sent invoices
Business owners attach payment links to sent invoices
Business owners marking invoices sent leave them without payment links, causing stalled collections. It creates and attaches a payment link so customers get a ready-to-pay URL and collections accelerate.
Overview
Missing payment links stall collections and create extra reconciliation work. This workflow creates and attaches a ready-to-pay URL to each invoice when status is set to sent, eliminating missed links and helping customers pay faster. Finance teams report fewer manual reconciliation tasks and clearer audit trails.
Notable Features
- Create and attach payment links
- Populate invoice record with URL
- Alert finance owner when added