Update case analytics with sent invoice details promptly
Update case analytics with sent invoice details promptly
Your case records often miss invoice totals after invoices are sent, causing billing confusion and reconciliation delays. Keep case financials current so managers reconcile same day.
Overview
Missing invoice totals in your case analytics leave billing and operations blind and slow reconciliation. This flow pushes sent-invoice details into your analytics so billing and case managers can reconcile accounts same day and avoid backlog.