Save new invoices as PDFs to shared folder
Save new invoices as PDFs to shared folder
Invoice PDFs only in your accounting system are hard for billing and class admins to find quickly. Staff can reconcile and refund invoices the same day.
Overview
When invoice PDFs remain only in the accounting system, billing and class staff waste time searching and reconciliation slows. This captures each invoice PDF, stores it in a shared invoices folder, and names files by invoice reference so your team can reconcile and process refunds the same day.