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Create and email invoice PDF to customer billing

Create and email invoice PDF to customer billing

Payments aren't creating invoices, so billing must add receipts manually. Automated invoice creation and emailing delivers customer PDFs and accounting entries same day.

Create and email invoice PDF to customer billing

Overview

When a payment posts, your finance team should instantly have an invoice and a customer receipt without manual work. This flow creates the invoice, produces a PDF, emails the customer, and notifies billing so reconciliation can happen the same day.

Create and email invoice PDF to customer billing