For consulting firms: Generate payment links for outstanding invoices

Finance teams at consulting firms let open invoices sit unpaid, risking cashflow and stalled projects. Payment links ensure clients can pay easily, letting finance clear aging invoices.

Overview

Consulting firms lose cashflow and risk stalled projects when invoices age unpaid. This workflow creates payment links for every open invoice so clients can pay easily, eliminating manual billing steps and chasing emails. Finance teams see faster collections and fewer manual follow-ups.

Notable Features

Create payment links for open invoices
Attach invoice metadata to links
Notify finance when link generated