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Create invoice email drafts with attachments for clients

Create invoice email drafts with attachments for clients

Job completions and invoices arrive without context, delaying billing and making PMs attach files manually. Draft emails with the invoice and notes enable same-day billing.

Create invoice email drafts with attachments for clients

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Overview

Unattached invoices and scattered completion notes create collection delays and force project managers into manual admin work. This flow bundles invoice PDFs, job notes, and recipient selection into ready-to-send drafts so billing and PM teams can inform clients and enable same-day invoicing.

Create invoice email drafts with attachments for clients