Create invoice task and save signed contract PDF
Create invoice task and save signed contract PDF
Signed contracts often arrive without billing context, causing finance to chase details and delay invoices. Create billing tasks and attach the signed PDF so invoices are ready same day.
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Overview
Signed contracts that don't flow to billing create avoidable delays in cash collection and force finance into manual triage. This flow files the signed PDF and creates a ready-to-action billing task so finance can issue invoices the same day, eliminating handoffs and clarifying ownership.