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Create ready-to-pay checkout links from new invoice records

Create ready-to-pay checkout links from new invoice records

Your invoice records lack payment links, leaving clients unable to pay and billing teams chasing follow-ups. You get a checkout link attached to the invoice, speeding collections same day.

Create ready-to-pay checkout links from new invoice records

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Overview

Billing and project teams waste time manually creating payment links and reconciling them across systems; this flow turns each new invoice record into a tracked checkout session and writes the link back to the invoice. That means project managers and billing staff can share a payable URL and close invoices the same day.

Create ready-to-pay checkout links from new invoice records