Send invoice emails from updated sheet rows to customers
Send invoice emails from updated sheet rows to customers
You store invoices as rows that aren't emailed, so customers miss DTE receipts and collections stall. The workflow emails the PDF and record, keeping billing complete and sent same day.
Overview
If invoice rows sit flagged but files remain unmailed, customers don't get required DTEs and collections slow. This flow finds the matching files, emails them to the customer, and marks the row sent so billing delivers receipts same day.