Set invoice type and color from board dates
Set invoice type and color from board dates
Final-walk date changes without invoice tags cause misrouted invoices and manual fixes. This sets invoice type and color so billing staff see correct state same day.
Overview
Date changes on your project board often break billing readiness and add last-minute manual work for finance and project leads. This flow automatically classifies invoice type and updates visual status so billing staff and project managers see the correct state same day, reducing rework before the next billing run.