Send finalized invoice PDFs to sales and billing
Send finalized invoice PDFs to sales and billing
Your finalized invoices sometimes go unshared, leaving billing and account reps without the invoice PDF for reconciliation. Send the invoice PDF automatically so teams can reconcile the same day.
Overview
Finalized invoices that aren’t routed slow reconciliation and collections; this flow delivers the invoice PDF and reference details to billing and account managers within minutes. That means teams can reconcile and follow up the same day, reducing collection delays and improving customer response times.