Create payment notice PDF from new payment records
Create payment notice PDF from new payment records
Your payment records without standardized notices delay client billing and complicate reconciliation. Create ready-to-send payment notice PDFs and archive them to the record the same day.
Overview
When payment rows land in your database, billing staff shouldn't be drafting notices by hand. This workflow turns each payment record into a standardized PDF, stores it in Drive, and links it back to the record so finance has client-ready documents the same day.