Update billing record with client from issue link
Update billing record with client from issue link
Your billing records miss client links when linked issue updates occur, leaving billing staff to search manually and delaying invoicing. Link clients automatically so invoices go out same day.
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Overview
Unlinked billing records force billing staff into manual lookups and slow down invoicing. This flow finds the matching client from the issue context and writes it to the billing record so invoices can be issued same day.