Add invoiced customers to review contacts and invoices
Add invoiced customers to review contacts and invoices
When invoiced jobs don't land in your review list, your invite cadence breaks and outreach is delayed. Ensure contacts include invoice context so invites go out same day.
Overview
If invoiced customers aren't in your review pipeline, invites get delayed and outreach loses momentum. This workflow ensures every invoiced job creates or updates a contact and an invoice record in your review system, enabling same-day review invites and cleaner campaign lists.