Create accounting contact from updated client record now
Create accounting contact from updated client record now
Updated client contacts in your practice system can leave invoice addresses stale. This pushes changes to your accounting contacts so billing staff have correct info before next billing run.
Overview
Client contact changes often outpace your billing records, causing invoices or notices to be sent to old addresses. This flow aligns practice and accounting contacts so billing staff see correct details within minutes, reducing billing delays before the next run.