Create invoice tracking task with PDF attachment and record
Create invoice tracking task with PDF attachment and record
Your sales invoices arrive without a tracking task or attached PDF, delaying collections and reconciliation. Keep billing tasks and archived invoice PDFs together so staff can act same day.
Overview
When invoices post without a task or PDF, billing staff waste time searching and reconciliation stalls. This flow creates a billing task, archives the invoice PDF, and logs the reference so your accounts team can act same day and avoid delays before the next payment run.