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Create purchase order invoice and send to clearing

Create purchase order invoice and send to clearing

You log purchase orders as tasks but no invoice is created, causing vendor payments and bookkeeping to lag. Create and send a PDF invoice to clearing so billing can reconcile payments promptly.

Create purchase order invoice and send to clearing

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Overview

When purchase order tasks sit without invoices, vendor payments and property accounting fall behind. This workflow converts task records into standardized PDF invoices and emails them to the clearing service so billing staff can reconcile payments the same business day.

Create purchase order invoice and send to clearing