Create follow-up task for unpaid invoices assigned to owner

Your unpaid invoices can become unowned when they await payment, causing collection delays. A task is created and assigned to the matter owner for prompt follow-up before the next billing run.

Overview

Unowned, unpaid invoices create collection gaps and unpredictable cash flow for your practice; this workflow turns those invoices into assigned, actionable tasks as soon as a bill awaits payment. That converts aging invoices into prompt follow-up work, improving cash visibility and enabling collection activity before the next billing run.