Create deposit invoices and tag with case numbers
Create deposit invoices and tag with case numbers
Your deposit webhook often lacks a customer record or case number, causing billing delays. It creates invoice items and invoices with case tagging so billing staff have ready invoices same day.
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Overview
When deposit buttons post webhooks without existing customer records, your billing queue requires manual fixes and case context is lost. This flow converts each webhook into a customer (if needed), an invoice line item, and a case-tagged invoice so billing staff receive ready invoices within minutes.