Skip to content

Send generated invoice PDF and update payment record

You can't issue invoices quickly when payments lack attached PDFs, delaying client confirmation and reconciliation. You get customer confirmation and reconciliation-ready records same day.

Send generated invoice PDF and update payment record

Overview

Stop manual invoice chasing and late reconciliations: this flow turns a payment webhook into a templated PDF invoice, emails the customer, and marks the payment as sent. Billing staff and business owners receive confirmation and reconciliation-ready records the same day.

Send generated invoice PDF and update payment record