Send new invoices to accounting and mark completed
Send new invoices to accounting and mark completed
You get invoice rows marked New that don't reach accounting, forcing billing staff to chase them. Deliver invoice data to accounting and mark records Processed so AR can reconcile ahead of next run.
Overview
Stalled invoice exports create AR backlog and late postings; automating the handoff removes those manual bottlenecks. This flow pushes new invoice rows to your accounting endpoint and updates the source record so billing staff can reconcile ahead of the next billing run.