Generate daily invoices from forms and email PDF
Generate daily invoices from forms and email PDF
Your daily cash-out form submissions go unbooked, delaying close and making reconciliation error-prone. This creates posted invoices and emailed PDFs to finance for same-day reconciliation.
Overview
If end-of-day sales forms sit unposted, close and reconciliation slow down and errors stack. This flow posts invoices and delivers PDFs to finance automatically, enabling same-day reconciliation and faster close.