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  1. Billing Automation
  2. Billing Management
  3. Sync billing emails

Update billing email information in customer accounts

This use case automates the synchronization of billing email updates between your accounting system and your customer management platform. It ensures that any change to a customer’s billing email in one system is immediately reflected in the other, eliminating manual updates and reducing the risk of errors. As a result, your customer records remain consistent and up to date across both systems.

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  • QuickBooks Online
  • Salesforce
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