Create special invoicing tasks from new invoices for AR
Create special invoicing tasks from new invoices for AR
Your invoices contain customer-specific instructions (mailing, tracking, POD) hidden in notes that delay AR processing. The workflow assigns a billing task and notifies AR so processing happens before the next billing run.
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Overview
When invoices require special handling, AR wastes time hunting buried notes and shipment proofs. This flow creates a billing task with linked instructions and pings the owner, so invoices are processed correctly before the next billing run.