Create or update accounting invoices from CRM invoices
Create or update accounting invoices from CRM invoices
CRM invoice status updates that don't sync leave invoices out of your accounting, delaying billing. It creates or updates the invoice in accounting so billing staff can reconcile and collect same day.
Overview
When CRM invoice statuses flip to billable, your ledger should reflect that change immediately. This flow creates or updates invoices in accounting, logs each run, and alerts finance on mismatches so reconciliation and collections can happen same day.