Send invoice PDFs to customers and update status
Send invoice PDFs to customers and update status
Invoice records include PDFs but lack outgoing email delivery, delaying customer receipt and reconciliation. It emails PDFs and updates the record so billing can follow up same day.
Overview
Stop billing staff manually pulling PDFs and emailing them one by one; this flow retrieves invoice attachments from your records and delivers them to recipients while writing back a clear status. You'll have invoices sent and records updated same day, reducing manual reconciliation work.