Create invoice PDF from updated record and email client
Create invoice PDF from updated record and email client
When your payment record is marked as invoiced, you still format totals, assign references, and export PDFs by hand, delaying billing. Receive standardized invoice PDFs and client emails same day.
Overview
Stop manual invoice prep that stalls campaign billing; this flow converts updated payment records into numbered invoice PDFs and mails them to the client automatically. It frees marketing ops and billing staff to focus on reconciliations and ensures client invoices go out same day.