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Mark deals and accounts as paid from completed payments

Mark deals and accounts as paid from completed payments

Your deals and accounts may lack payment status after online charges, causing reconciliation delays. Records update and billing gets alerted so you reconcile and notify customers same day.

Mark deals and accounts as paid from completed payments

Overview

When payments clear, your pipeline and accounts should reflect that instantly — this flow updates deals, accounts, and contacts without manual work. It prevents reconciliation gaps and gets billing the context they need to notify customers the same day.

Mark deals and accounts as paid from completed payments