Create invoice tracking items for billing queue and follow-up
Create invoice tracking items for billing queue and follow-up
Invoice webhooks arrive untracked, leaving billing unsure which charges exist. Create one billing item per invoice so billing staff can reconcile and follow up before the next payment run.
Overview
Untracked invoice notifications make reconciliation manual and slow, which delays client billing and follow-up. This flow creates a single tracked billing item for each invoice so your billing staff can reconcile and act before the next payment run.