Update campaign billing rows when invoices are issued
Update campaign billing rows when invoices are issued
Your campaign invoices post to accounting but don't update campaign boards, leaving owners unaware of payment status. Surface invoice status and due amounts to campaign managers same day.
Overview
Invoices that update only in accounting leave campaign teams guessing and budgets unaligned. This flow brings invoice totals and outstanding amounts into your campaign board, giving managers same-day visibility for billing decisions and monthly reconciliations.