Send payment receipt and attach to project item
Send payment receipt and attach to project item
You have payment board updates that lack generated receipts, leaving customers and billing staff waiting. You get a PDF emailed and the file is attached to the board item same day.
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Overview
When payment status flips to a receipt-ready state, customers and billing staff often wait for proof while reconciliation stalls. This flow generates a PDF receipt, emails it to the payer, and attaches it back to the board so confirmations are available the same day.