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  1. Billing Automation
  2. Billing Management
  3. Auto-sync billing status

Update billing status in crm when invoices are paid

Keep your customer records accurate and up-to-date by automatically syncing invoice payment events from your accounting system into your CRM. This automation ensures your sales and support teams always see the latest billing status, reducing manual data entry and preventing costly oversights. By maintaining real-time financial visibility alongside customer activity, you improve cash flow monitoring and customer satisfaction.

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