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Create invoice copy and link to client record

Create invoice copy and link to client record

Your client records miss linked invoices, making billing stall and reconciliation slow. It makes an invoice from a template and attaches its link to the client record for same-day billing.

Create invoice copy and link to client record

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Overview

Stop searching folders for invoice PDFs; produce a templated invoice and attach its share link directly to the client record so billing staff can send invoices the same day. That keeps reconciliation ready and avoids manual handoffs before payment runs.

Create invoice copy and link to client record