Create invoice tracking subitem for billed jobs in projects
Create invoice tracking subitem for billed jobs in projects
When invoice emails aren't logged in your project board, billing staff miss collection details and job handoffs. It creates a project subitem per emailed invoice so tasks stay visible same day.
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Overview
When emailed invoices never make it into project trackers, collections slow and job closeouts stall; this flow creates a project subitem for each emailed invoice so billing sees the full job context. That keeps collection tasks visible and actionable same day.