Route invoice updates to billing records and attachments
Route invoice updates to billing records and attachments
Accounting invoice updates may not appear in client billing records, causing reconciliation delays and missing PDFs. Keep invoice status, balances, and PDFs current for billing staff same day.
Overview
When accounting invoices change, billing staff and compliance coordinators need current statuses and PDFs to reconcile and report; manual updates slow close and increase risk. This flow updates invoice records and attaches PDFs within minutes so reconciliation and client reporting happen the same day.