Mark contact as invoiced when billing email arrives

Your guest contact records miss invoice status when billing emails land in a separate inbox, causing duplicate follow-ups. Marking the contact as invoiced gives support immediate visibility same day.

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Overview

Billing emails often land outside your main CRM, leaving agents unaware and triggering duplicate outreach. This flow marks the contact as invoiced immediately when a billing message arrives, giving support and billing same-day visibility and eliminating redundant follow-ups.