Update AR board item with invoice and status

Invoice webhooks lack customer IDs and normalized status, forcing collectors to search records. Updated AR board items include invoice type and customer ID to speed collections within minutes.

Update AR board item with invoice and status

Overview

Incoming invoice events often arrive without customer links or normalized statuses, creating friction for collectors. This flow writes invoice type and a linked customer ID onto your AR board and applies a clear payment status so billing staff can act within minutes.

Update AR board item with invoice and status