Generate refund invoice PDF from record and share link
Generate refund invoice PDF from record and share link
Your billing records often lack a refund invoice, delaying customer refunds and reconciliation. It creates and shares a formatted refund document so coordinators can issue refunds same day.
Overview
When refund-ready flags update in your billing workspace, refunds can stall and reconciliation slows. This flow creates and shares a formatted refund invoice so billing coordinators can issue refunds same day and keep ledgers aligned.