Send invoice request and attach shareable payment link
Send invoice request and attach shareable payment link
Your project board items sometimes lack sent invoices and share links, delaying collections and installation scheduling. It sends the invoice and posts the document link back to the item so billing can act same day.
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Overview
Stop manual invoice emailing and missed payment windows by wiring sends directly from your project records. This flow delivers the invoice and persists the share link back to the item so billing and coordinators can follow up the same day.