Send welcome and payment emails after invoice created
Send welcome and payment emails after invoice created
Draft invoices don't trigger onboarding messages, leaving customers without payment prompts. Get a welcome and payment request sent so onboarding specialists can act same day.
Overview
When a draft invoice is created, onboarding should start immediately rather than wait for manual checks. This flow sends the right welcome and payment request within minutes so onboarding specialists can secure payment details and begin setup the same day.