Update invoicing board with external invoice totals and links
Update invoicing board with external invoice totals and links
Your invoicing board items miss external invoice totals and links, forcing manual lookups and slowing reconciliation. It writes balances and quote links back so billing can reconcile same day.
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Overview
Manual invoice lookups and missing totals slow reconciliation and delay collections. This flow writes external invoice balances, quote links, and source tags back to your invoicing board so billing and owners can reconcile and act the same day.