Project managers: close agency invoices after reservation done
Project managers: close agency invoices after reservation done
Project managers see agency reservations leave invoices open, creating billing backlog. A triggered workflow closes qualifying invoices on reservation updates so finance finalizes billing without manual work.
Overview
Open invoices tied to processed reservations create billing backlog and reconciliation risk for finance. This workflow closes qualifying invoices as reservation status updates, eliminating manual billing handoffs and keeping an audit-ready trail so project managers and finance can focus on exceptions.
Notable Features
- Close invoices on status change
- Filter reservations by travel agency
- Record closure for audit trail