Create invoice PDF from completed order to customer
Create invoice PDF from completed order to customer
Your completed billable orders lack invoice PDFs, causing delays in receipts and reconciliation. Create and email invoices so billing closes day-of and accounts stay reconciled.
Overview
Stop manual invoice assembly and late billing: this flow creates a PDF invoice and emails it to the customer as soon as qualifying orders complete. That change frees billing staff to close day-of invoices and keeps accounts reconciled.