Add customer numbers to financial rows and forms
Add customer numbers to financial rows and forms
Your incoming financial line items often arrive without a linked customer number, forcing billing staff into manual lookups and delaying invoice preparation. Customer numbers added before billing run.
Overview
When financial rows arrive without a customer number, billing staff waste time on manual lookups and invoices get delayed; this flow finds customers by email and writes the number into both the table row and the originating form entry. That gives billing and business owners consistent customer references and keeps invoicing ready before the next billing run.