Mark work orders paid when invoice payment posts
Mark work orders paid when invoice payment posts
Your work orders don't show when invoices are paid, causing dispatch delays and billing reconciliation headaches. Mark the order paid and add a payment date so teams can close jobs the same day.
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Overview
Manual reconciliation between payments and job records wastes billing time and delays dispatch. This workflow marks the matching work order paid and timestamps it within minutes of the payment posting, so billing staff and dispatch can close jobs the same day.