Update invoice task and attach PDF to task
Update invoice task and attach PDF to task
Your edited invoices don't update task records, leaving billing and project tracking out of sync. Keep invoice tasks current with attached PDFs for billing staff the same day.
Overview
When an invoice is edited in your accounting system, the corresponding invoice task is updated automatically with the latest PDF and current status so billing staff stop chasing missing documents. That change delivers action-ready invoice records to billing staff the same day.