Update invoice record when invoice is marked sent

Your invoice notices arrive without a linked record, delaying billing and reconciliation. Link invoices with the invoice URL and mark them Issued so accounting can reconcile same day.

Update invoice record when invoice is marked sent

Overview

When external invoice notices arrive without a linked record, billing spends time hunting for files and reconciliation stalls. This flow finds the matching invoice, attaches the invoice URL, and marks it issued so accounting can reconcile and act the same day.

Update invoice record when invoice is marked sent