Keep travel invoices marked sent with PDF links

COOs at travel firms lose time when invoice-ready events lack PDFs or sent status, delaying developer payments. Create invoice PDFs and update records so accounting can process them quickly.

Overview

Missed or untracked invoices stall developer payouts and create reconciliation headaches for travel operators. This workflow generates invoice PDFs and updates the invoice record, eliminating manual handoffs and adding an auditable sent status with a direct document link. Teams report faster processing and fewer manual reconciliations.

Notable Features

Generate PDF from invoice details
Attach PDF link to invoice record
Set sent status and notes