Skip to content
Log inSign up
Templates
Create paid order items from new payments instantly

Create paid order items from new payments instantly

Your paid invoices aren't creating order tasks, leaving fulfillment without an auditable order record. Generate board items for each paid invoice so coordinators can start fulfillment same day.

Create paid order items from new payments instantly

Overview

When payments post in accounting, fulfillment needs an auditable, actionable order immediately to avoid packing delays. This flow converts each paid invoice into a board item so coordinators can begin processing same day and finance gets a reconciliation-ready record.

Create paid order items from new payments instantly