Create updated invoice PDFs and save to drive
Create updated invoice PDFs and save to drive
Your invoice updates aren't saved as PDFs in one accounting folder, delaying client billing and complicating bookkeeping. Keep invoice PDFs current so billing is ready for reconciliation same day.
Overview
Invoice updates that don't produce PDFs create billing delays and audit headaches for small agencies. This flow converts invoice updates into named PDF files and replaces existing copies so billing staff and the agency owner can send invoices and reconcile accounts the same day.