Generate and store finalized invoice PDFs to archive

Your released invoice rows have no printable PDF, slowing billing and AR workflows. You receive standardized invoice PDFs saved to a shared archive for billing staff to act same day.

Generate and store finalized invoice PDFs to archive

Overview

When an invoice is released, billing should be ready to act immediately rather than wait for a PDF to be created. This workflow produces a polished invoice PDF and stores it in a shared archive, letting accounts receivable send and file invoices the same day.

Generate and store finalized invoice PDFs to archive