Upload invoice PDFs to archive and mark records
Upload invoice PDFs to archive and mark records
Your unpaid invoice records store PDFs in the record, which delays billing reconciliation and collections. Files are moved to a shared archive and records flagged so billing staff can act the same day.
Overview
When invoice PDFs sit only inside records, billing teams waste time locating attachments and reconciling accounts. This flow moves each invoice PDF to a shared archive and flags the record so billing staff can reconcile and act the same day, ahead of month-end.