Send generated invoice PDF to customer by email
Send generated invoice PDF to customer by email
Your invoices sometimes miss PDF attachments or totals, causing customer confusion and reconciliation delays. It creates and emails PDF invoices so billing completes before the next payment run.
Overview
Invoices that lack attached PDFs or correct totals create extra reconciliation work and slow payments. This workflow generates accurate PDF invoices, calculates tax, and emails them to customers so billing staff and project managers have reconciled records and customers receive invoices within minutes.