Send invoice email and log comment on record
Send invoice email and log comment on record
Your invoice records need manual email attachments and follow-up, delaying payment for program fees. It sends invoices to contacts and adds a record comment so billing staff can act same day.
Overview
Manual invoice emailing ties up your small billing team and slows collections. This flow sends invoice emails with attachments directly from updated records and logs a confirmation comment so billing staff can follow up same day.