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Create post-payment task with invoice link for appointments

Create post-payment task with invoice link for appointments

Your appointment records lack linked payment invoices, delaying front desk reconciliation. Create a post-payment task with invoice link so billing reconciles appointments same day.

Create post-payment task with invoice link for appointments

Overview

When an appointment record shows a payment link, this flow turns that update into a task with the invoice link and checklist so front desk and billing don't have to hunt for paperwork. The result is predictable, same-day reconciliation and fewer missed invoices before day-end.

Create post-payment task with invoice link for appointments