Create renamed bill copy and move original to archive

Unstandardized bill rows leave invoice PDFs unreviewed and bookkeeping stalled. You get a named copy and archived source so bills are review-ready the same day.

Workflow preview:

Zap details:

Overview

Misnamed or unfiled invoice PDFs slow bookkeeping and push payments past due. This flow standardizes filenames, creates a review-ready copy, and archives the original so the owner or bookkeeper can process bills the same day.