Mark paid invoices and update client records same day
Mark paid invoices and update client records same day
Your paid invoices in accounting often don't match support records, leaving customer-facing staff without payment context. Keep invoice status current so coordinators and billing can act the same day.
Overview
Payments posted in accounting must show up in support records so coordinators and billing don't chase outdated information. This flow writes Paid status and payment details into your support database within minutes, letting teams respond the same day.