Send invoice request email for new certification file
Send invoice request email for new certification file
Your certification PDFs arrive in the invoicing folder and stall billing when staff must locate attachments. The flow emails billing and project leads with the file so invoices go out same day.
Overview
Buried certification PDFs create manual work and missed invoices for your billing staff. This flow turns each uploaded certificate into an immediate billing request so billing and project leads receive the attachment and invoices can go out the same day.