Keep job records updated when invoices flagged as internal
Keep job records updated when invoices flagged as internal
Operations coordinators mark invoices internal, leaving job records outdated and billing handoffs missed. This adds an internal-invoice tag to jobs so ops and finance see status and act.
Overview
Invoices marked internal often leave job records stale, causing billing handoffs to stall and creating processing risk. This workflow ensures internal-marked invoices add an internal-invoice tag to the linked job so ops and finance always see status, eliminating missed handoffs and enabling faster billing coordination.
Notable Features
- Add internal-invoice tag to jobs
- Notify ops and finance instantly
- Prevent missed billing handoffs