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is there a solution to automatically send invoices (pdf if possible) to customers when they are created in the system to their status changed to Billed?
Hi Patrick Mandengue
Invoice can be emailed in PDF via a click. Please follow instructions as mentioned in the following link.
Thank you. I know this OOB functionality. I was thinking about a flow or business rule to automatically send to the customer.
Following link will help you.
Create a Flow and send attachment based on Invoice status to Billed.
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