Update record when PDF is ready for email
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.
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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.