Delete invoice record and archive card for billing team
Delete invoice record and archive card for billing team
Your invoice deletions are manual, leaving records and cards out of sync and delaying reconciliations. Keep records and board cards aligned so billing staff can reconcile before the next payment run.
Overview
Manual invoice deletions create reconciliation drift and slow down billing cycles. This flow validates the invoice, runs the reusable delete routine, and archives the matching board card automatically so billing staff can reconcile faster ahead of the next payment run.