Update record when PDF is ready for email

Your PDF attachments aren't tracked and email status is unclear, delaying billing and client follow-up. Flag and timestamp those records so billing staff can prioritize ready invoices same day.

Update record when PDF is ready for email

Overview

Stop relying on manual checks to know which PDFs were delivered; this flow flags and timestamps records as soon as a PDF is available so billing staff can prioritize same-day outreach. That reduces status confusion and accelerates collections before the next billing run.

Update record when PDF is ready for email