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Create billing task from emailed invoice PDFs for processing

Create billing task from emailed invoice PDFs for processing

Your invoice PDFs sent to the billing inbox arrive unprocessed, delaying vendor payments. Files are stored and billing tasks created so staff can review and approve invoices same day.

Create billing task from emailed invoice PDFs for processing

Overview

Stop invoices getting buried in the inbox — this flow saves PDFs to a shared billing folder and creates task cards for your AP clerks automatically. That centralizes triage and ensures invoices are visible and actionable for same-day review.

Create billing task from emailed invoice PDFs for processing