Mark invoice task as received from payment emails
Mark invoice task as received from payment emails
You miss matches when payment emails aren't linked to invoice tasks, leaving open items and slowing reconciliation. Matched tasks update automatically so billing is clear before the next billing run.
Overview
If payment emails don't auto-update your invoice tasks, reconciliation becomes manual and time-consuming. This flow turns payment notifications into updated invoice tasks so billing is reconciled faster and open items close before your next billing run.