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Create invoice records from emailed final invoice PDFs

Create invoice records from emailed final invoice PDFs

Your invoice PDFs in shared attachments leave jobs without billing context. Link each PDF to the right project and create an invoice record so billing can close accounts same day.

Create invoice records from emailed final invoice PDFs

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Overview

Invoices that live only in inbox attachments slow down billing and delay project closeout. This workflow extracts invoice identifiers, links PDFs to the correct project, and generates invoice records so billing and BD can reconcile and close accounts same day.

Create invoice records from emailed final invoice PDFs