Finance teams: never miss invoice PDFs or payment links
Finance teams: never miss invoice PDFs or payment links
Finance teams miss unsent invoices in crowded inboxes, causing cashflow gaps and audit headaches. So finance starts collections quickly and billing stays current.
Overview
Unsent invoices create cashflow and audit risk for finance teams. This workflow ensures every due invoice delivers a PDF and payment link to customers so collections start quickly and your books show a clear audit trail.
Notable Features
- Attach invoice PDFs to customer emails
- Include secure payment links
- Update invoice status in ledger