Create payment reception task for assigned matter owner
Create payment reception task for assigned matter owner
Unlogged invoice payments stall reconciliation and delay attorney updates. This ensures the billing team can reconcile and inform attorneys same day.
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Overview
When client payments post without a clear handoff, reconciliation stalls and attorneys miss closure; this flow turns paid invoices into a tracked task and matter note so billing and assigned attorneys act on receipts same day. That delivers faster reconciliations and a clear audit trail ahead of billing runs.