Automatically update invoice payment status on board items

Your invoice rows lack verified payment details, causing incorrect billing status and manual follow-up. You get payment dates and statuses added to each record for same-day reconciliation.

Overview

Manual payment checks leave invoice rows out of sync and slow reconciliation. This flow pulls payment records from your billing system and writes verification dates and statuses back to each board item so billing staff complete same-day reconciliations and reduce manual chase.