Mark client record when qualifying payment posts in tracker

Your tracker misses recent payment flags, causing reconciliation delays and missed follow-ups. Mark payments on client records automatically so billing can reconcile the same day.

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Overview

When payments post, finance needs reliable flags so reconciliations don't stall and customers aren't double-contacted. This flow finds the client row and marks it paid, giving billing staff an auditable flag to reconcile and clear invoices the same day.