Send past-due invoice email with PDF attachment to clients
Send past-due invoice email with PDF attachment to clients
Your unpaid invoices sit unemailed, delaying sponsor payments and cash flow. Generate the invoice PDF, email the sponsor with the attachment, and update the account record same day.
Overview
When invoices reach 120 days unpaid, manual assembly and outreach slow collections and occupy billing staff. This flow auto-generates a branded invoice PDF, emails the sponsor with the attachment, and flags the CRM—so billing can act and close more accounts same day.