Send invoice created email with matter link to team
Send invoice created email with matter link to team
Your authorised invoices hit accounting without matter context, leaving billing staff unable to reconcile or follow up. This gives invoice details plus a matter reference for same-day reconciliation.
Overview
When authorised invoices arrive without matter context, billing staff spend time tracking down references and reconciliation slows. This flow delivers invoice totals and the matched matter reference straight to accounts and fee-earners, enabling same-day reconciliation and client outreach.