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Update matter billing fields when bill awaits payment

Your bills that change to awaiting payment leave matters with stale totals and missing metrics. Updated matter fields give billing coordinators accurate figures for same-day outreach and reporting.

Update matter billing fields when bill awaits payment

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Overview

When a bill flips to an awaiting-payment state, matter records often show stale totals and slow collections as a result. This flow keeps matter billing fields and a derived metric current so billing coordinators can act within minutes and drive same-day outreach before the next billing run.

Update matter billing fields when bill awaits payment