Mark related tasks done when invoice is paid
Mark related tasks done when invoice is paid
Your invoice records with linked task lists require manual status updates after payment, delaying closeout and team handoffs. Billing and delivery remain aligned so closeouts happen same day.
Overview
When an invoice flips to Paid, you want the ledger and task lists to reflect that immediately. This flow closes related tasks and cleans up stale mappings so billing and delivery teams see accurate statuses within minutes, reducing manual handoffs at closeout.