Add invoice payment link to matter record for billing
Add invoice payment link to matter record for billing
Your invoice emails lack matter links, forcing billing staff to hunt for payment URLs and delaying reconciliations. Save invoice payment links to matters so billing can reconcile same day.
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Overview
When payment links are buried in invoice emails, billing work stalls and reconciliation slips. This flow captures the payment URL from the email, ties it to the right matter, and writes a shortened link to the matter so billing can reconcile same day.