Create payment rows from invoice emails for projects
Create payment rows from invoice emails for projects
Unstructured invoice emails force manual lookups and delay project payment tracking. This logs payments to your finance table so project managers and billing staff can reconcile same day.
Overview
Invoice payments arriving by email often sit untracked, causing reconciliation delays and budget drift across projects. This flow extracts key payment details and logs them into your finance table automatically, so billing staff and project managers can reconcile same day and avoid month-end surprises.