Generate GST transfer PDF and attach to client
Generate GST transfer PDF and attach to client
Your GST transfer pushes lack a formal PDF, delaying client filings and billing. Create and attach a draft GST transfer PDF to the client record so filing can proceed same day.
Overview
Stop waiting for completed GST transfer PDFs to be created by hand. This flow turns a quick browser push into a draft GST transfer PDF attached to the client CRM record, giving your billing staff same-day filing readiness and fewer manual steps.