Upload invoice file and attach its link to record
Upload invoice file and attach its link to record
Your invoice PDFs arrive unlinked to billing records and stall reconciliation. It saves the PDF, adds the created date, and links a shareable URL to the billing record within minutes.
Overview
Stop invoice PDFs from floating unlinked across systems and slowing collections. This flow captures each incoming invoice, stores the PDF with a readable date, and writes a shareable file URL back to the billing record so accounts receivable can reconcile within minutes.