Send invoice PDFs to internal billing and contact
Send invoice PDFs to internal billing and contact
Sent invoice PDFs stay in Sent mail, leaving billing without copies or context. Route those PDFs to billing and the contact owner so reconciliations finish before the next payment run.
Overview
Invoices stuck in Sent mail create reconciliation bottlenecks and delay payments. Route sent invoice PDFs automatically to billing staff and the contact owner so finance has the copies and context they need to close reconciliations before the next payment run.