Invoices: Preview, Generate PDF, and Attach

Invoices: Preview, Generate PDF and Attach. To err is human, to preview and automate is divine:

This week’s tip shows how Work 365 reduces manual efforts and minimizes friction caused due to incorrect invoicing.

The “Attach and Download” feature downloads the invoice, attaches the PDF to the timeline of the invoice record, and publishes the Invoice to the self-service portal for the end customer to view and pay (all of that in a click).

You can also use different Invoice Templates based on regions, currency or lines of service.