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Update matter billing records when invoice is issued

Update matter billing records when invoice is issued

Your matters miss invoice dates and totals when bills post, causing billing confusion. They update automatically so billing staff and the owner have current balances before the next run.

Update matter billing records when invoice is issued

Overview

Late or missing invoice data slows reconciliations and makes collections reactive. This flow keeps matter records current with invoice dates, totals, and status so billing staff and the owner see up-to-date balances same day.

Update matter billing records when invoice is issued