Send invoice PDF emails to clients with attachment
Send invoice PDF emails to clients with attachment
Your issued invoices sit unsent until staff manually email PDFs, delaying owner billing and reconciliation. The workflow emails invoice PDFs automatically so owners receive billing documents same day.
Overview
Manual PDF sends slow down billing and tie up your small finance team with repetitive tasks. This flow generates invoice PDFs and emails them to property owners automatically, so billing is completed within minutes and collections are ready before the next payment run.