Update invoice status when client views invoice page
Update invoice status when client views invoice page
You lose visibility when invoice page opens aren't recorded, leaving billing staff unaware of client engagement. Capture opens to prioritize outreach and speed collections within the billing cycle.
Overview
When a client opens an invoice, your billing team should know immediately instead of finding out later. This workflow writes invoice opens into your billing sheet so project managers and billing staff can prioritize outreach and chase payments within the next billing cycle.