Save paid invoices to client drive and notify billing
Save paid invoices to client drive and notify billing
Your paid Stripe invoice PDFs can get lost in email, delaying client records and reconciliation. Saved to each client's billing folder, your billing staff access invoices for reconciliation same day.
Overview
Stop hunting invoice PDFs in inboxes — ensure every paid invoice is filed to the right client folder and surfaced to billing immediately. That cuts manual handoffs and gives your billing staff the files they need for same-day reconciliation.