Update invoice totals and links on project item
Update invoice totals and links on project item
Your project items lack invoice links and balances, causing billing confusion and missed collections. It writes balances and invoice links to items so billing staff can reconcile the account same day.
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Overview
When invoice data lives separately from your project tracker, reconciliation stalls and collections lag. This workflow pulls invoice totals and links onto the related project item so billing staff and project managers can see outstanding balances and act within hours.