Create factoring invoice PDF and attach to record

Trip entries arrive without invoices, delaying factoring submission and slowing cash receipts. Invoices are generated and attached so teams can submit same day.

Overview

Manual invoice assembly and attachment causes bottlenecks in factoring workflows and slows cash collection. This workflow generates and links PDF invoices to trip records so billing staff can submit to factoring partners the same day, reducing manual rework and missed cutoffs.