Send payment request emails and save invoices to central folder

Your client payment form submissions arrive without invoices, stalling payments and reconciliation. Receive a clear payment request email and saved invoice so finance can act same day.

Overview

Payment requests that arrive without an invoice freeze processing and slow reconciliation. This workflow saves any attached invoice to a central finance folder, emails finance with the payment details and attachment, and nudges the submitter after two days so payments can clear same day.