Update job payment records and notify finance for invoices
Update job payment records and notify finance for invoices
Invoice payments sometimes lack a clear job link or expected amount, leaving billing unsure if it's a deposit or final payment. Job records and contact flags are updated automatically same day.
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Overview
Unlinked or partial payments force your billing and project leads into manual reconciliation, slowing collections and job handoffs. This flow ties each incoming payment to the correct job, updates your payment records, and clears sales flags so billing and project owners have same-day clarity.