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Create invoicing task and attach PDF when invoice sent

Create invoicing task and attach PDF when invoice sent

Your sent invoices can go untracked without a project task or PDF, causing collection delays and bookkeeping gaps. Get a task with due date and attached invoice PDF so billing can act same day.

Create invoicing task and attach PDF when invoice sent

Overview

When an invoice is marked sent, this flow creates a project task with the invoice PDF attached so billing and project leads get immediate context. That removes manual handoffs and gets teams acting on invoices the same day.

Create invoicing task and attach PDF when invoice sent