Update job status from invoice email and capture details
Update job status from invoice email and capture details
Your job records lag when invoice emails aren't logged, causing billing delays and payroll confusion. It updates the record and adds date context so billing and payroll are ready same day.
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Overview
Manual invoice emails often leave job sheets out of date and slow down billing and payroll. This flow extracts invoice details, finds the matching job record, and updates status and dates so billing and payroll are aligned the same day.