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Create dated invoice copies into sales invoices folder

Create dated invoice copies into sales invoices folder

You drop invoices into an intake folder and they sit unfiled, delaying billing. Copies are routed into your sales invoices repository for immediate access and faster month-end close.

Create dated invoice copies into sales invoices folder

Overview

Stop searching through scattered uploads at month-end; this flow ensures every incoming invoice is copied into your centralized sales invoices folder so billing staff can reconcile files the same day. That eliminates missed attachments and speeds month-end close.

Create dated invoice copies into sales invoices folder