Send VAT invoice PDF to client from record
Send VAT invoice PDF to client from record
Your VAT invoice files and client details scattered across records delay billing and customer replies. Deliver a polished invoice PDF and notify the client for same-day billing.
Overview
For a small heating and cooling business, late or manually assembled invoices slow cash collection and create extra admin for accounts. This flow turns a clicked billing record into a templated PDF and client email, enabling same-day invoice delivery and fewer manual steps.