Create, finalize, and email invoices to clients automatically
Create, finalize, and email invoices to clients automatically
Your delivery records delay invoice PDFs and payment links, blocking client downloads. It sends finalized invoices, emails payment links, and logs bookkeeping rows same day.
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Overview
Manual invoicing holds up client delivery and stalls reconciliation. This flow turns a ready delivery record into a finalized invoice, uploads the PDF, updates your record, and emails the payment link so billing moves forward same day. You’ll reduce time-to-pay and keep bookkeeping current.