Generate weekly invoice spreadsheet and shared PDF links
Generate weekly invoice spreadsheet and shared PDF links
Your invoice CSVs with signed PDF links sit unprocessed and delay billing. You get a shared spreadsheet, accessible PDFs, and an emailed report before the next billing run.
Overview
Unprocessed invoice CSVs and orphaned PDF links slow billing cycles and frustrate client service. This flow packages invoice rows into a dated spreadsheet, stores signed PDFs with shareable links, and delivers a single weekly report so billing and client service have a ready-to-review bundle within hours.