Add or update paid invoices in your payments tracker
Add or update paid invoices in your payments tracker
You lose client context when invoice payments only live in your payment gateway, delaying reconciliation and delivery handoffs. Keep billing and project leads updated the same day.
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Overview
When invoice payments sit only in your payment gateway, reconciliation and client handoffs slow down and projects can stall. This flow writes or updates payments in your central tracker so billing and project leads see cleared invoices the same day and can proceed with invoicing and delivery without delay.