Mark lead record as paid when payment posts
Mark lead record as paid when payment posts
Your accounting payments don't update your lead board, causing collection confusion and delayed reconciliation. This updates items to paid status so billing staff can reconcile and act the same day.
Overview
Missed payment visibility between accounting and operations creates reconciliation gaps and slows collections. This flow writes payment posts back to your board as paid, giving billing staff immediate, reconciliation-ready records within minutes so follow-up happens the same day.