Update client billing fields when client name changes
Update client billing fields when client name changes
Your board's client name edits strip billing name data, producing wrong invoices and reconciliation gaps. Keep billing and accounting columns updated so invoices and reconciliations run same day.
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Overview
When client name edits remove billing context, invoices and month-end reconciliations get delayed and require manual fixes. This flow validates name changes, calls a reusable subroutine to generate billing fields, and updates records so invoicing and reconciliations proceed the same day.