Send payment notice emails with PDF links to clients
Send payment notice emails with PDF links to clients
Your payment notification records in Airtable delay client invoicing when PDFs aren't sent promptly. Get payment notice emails delivered with PDF links to clients and managers the same day.
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Overview
If payment PDFs stay in a draft state, your billing staff spends hours chasing attachments and clients receive invoices late. This workflow routes new payment records through a manager lookup and delivers PDF payment notices to clients and managers the same day, cutting manual steps and speeding collections.