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Store inbox attachments to invoices folder for jobs

Your email invoice attachments get scattered, causing unallocated invoices and delayed billing for jobs. Files go to the job invoicing folder so billing staff can process them same day.

Store inbox attachments to invoices folder for jobs

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Overview

If invoice PDFs sit in inboxes, billing and project managers waste time finding and matching them to jobs. This flow routes those attachments into the job invoicing area so billing staff can post and process invoices the same day, reducing allocation delays.

Store inbox attachments to invoices folder for jobs