Move and link incoming invoices to order records
Move and link incoming invoices to order records
Your invoice PDFs land in an unstructured inbox, delaying posting and lacking order context for billing. It files PDFs into order folders and updates the order row for same-day processing.
Overview
Invoices piling up in a single inbox slow down posting and create confusion for billing staff. This flow organizes each incoming invoice into year/month/order folders and attaches the invoice link to the matching order row so AP can approve and post invoices the same day.