Keep subscription invoices organized for project managers today

Project managers miss rebill invoices buried in payment feeds, causing reconciliation gaps. Automated PDF capture and archiving puts invoices in a shared drive so finance can begin reconciliation promptly.

Overview

Lost rebill invoices create reconciliation gaps and audit risk for finance. This workflow captures payment events, generates or retrieves invoice PDFs, and archives them into a shared drive so finance and billing always have organized access. Teams report fewer missing records and faster starts to reconciliation.

Notable Features

Capture rebill payment details
Save invoice PDFs to shared drive
Notify finance on archive completion