Mark balancing invoice sent on related job records
Mark balancing invoice sent on related job records
Your balancing invoice records can leave job records unflagged, delaying billing handoffs and reconciliation. The workflow updates job records so billing staff see invoice status same day.
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Overview
Unflagged job records slow reconciliation and create manual chase work for billing staff. This workflow keeps invoice status on job records current so billing and project coordinators can reconcile invoices same day and reduce follow-up.