Update order tracker when invoice is sent to customer
Update order tracker when invoice is sent to customer
You lack order visibility when sent invoices aren't reflected in your tracking sheet, delaying collections. Keep orders marked and payment requests surfaced so billing staff can act the same day.
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Overview
Unreflected sent invoices create blind spots for collections and drag out reconciliation. This flow keeps your order tracker updated with sent status and payment request IDs so billing staff can prioritize outreach and reconcile the same day.