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Create final invoice review task from close-out emails

Create final invoice review task from close-out emails

Your close-out emails hide job numbers and customer context, leaving final invoices unreviewed and collections delayed. This assigns billing review tasks so invoices are sent same day.

Create final invoice review task from close-out emails

Overview

Close-out emails missing structured job context routinely stall final billing and extend collections cycles. This flow parses the email, finds the project record, and creates a prioritized billing task so invoices are reviewed and sent within one business day.

Create final invoice review task from close-out emails