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Update production items with invoice link and number

Update production items with invoice link and number

Your production board items lack invoice links, forcing manual searches and delaying job sign-off and shipping. The workflow attaches invoice links so coordinators and billing can act same day.

Update production items with invoice link and number

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Overview

Missing invoice links create friction between billing and production, causing delays for small fabrication teams. This flow finds the matching deal and invoice, extracts the invoice URL, and writes it back to the production item so coordinators and billing have payment context and can move jobs forward same day.

Update production items with invoice link and number