Send invoice email with attachment to client contact
Send invoice email with attachment to client contact
When invoice rows sit in your billing table, billing staff can miss timely delivery and follow-up. You get invoices sent with PDFs attached, ensuring clients receive documents same day.
Overview
Manual invoice emailing ties up billing staff and slows collections; this flow sends invoice PDFs automatically when a billing row is added, freeing staff for dispute resolution. Clients receive documents same day, reducing follow-up overhead before the next billing run.