Create structured client folders and subfolders on onboarding

New client records without a standard folder leave invoices and onboarding files scattered, slowing billing and account setup. Creating structured client folders gives your account and billing staff access to files same day.

Overview

Scattered files for new customers slow onboarding and hold up billing—especially when label artwork, photos, and invoices live in different places. This creates a consistent client folder and core subfolders automatically so account and billing teams find required files within minutes and keep invoice runs on schedule.