Skip to content
Log inSign up
Templates
Create billing PDF and attach to job record

Create billing PDF and attach to job record

Your billing webhooks deliver invoice inputs that sit unfiled and add manual work. It creates a template PDF and attaches it to the related job so billing staff can act same day.

Create billing PDF and attach to job record

Overview

Billing webhooks often arrive without a standardized file attached, forcing billing staff into manual exports and uploads. This flow turns webhook payloads into template PDFs and files them on the matching job, so approvals and reconciliations happen same day.

Create billing PDF and attach to job record