Create dated invoice PDFs and archive to Drive
Create dated invoice PDFs and archive to Drive
Your invoice attachments pile up in a busy clinic inbox, delaying bookkeeping and payments. Save dated PDF copies to your archive and notes so billing staff reconcile before the next billing run.
Overview
Stop letting invoice PDFs collect in your inbox and slow down month-end. This flow extracts attachments, normalizes filenames with dates and IDs, stores searchable PDFs in your archive, and forwards copies to your notes so billing staff can reconcile before the next billing run.