Mark paid invoices in CRM from accounting payments
Mark paid invoices in CRM from accounting payments
Your paid invoices in the accounting system aren't reflected in CRM records, leaving billing staff without payment context. Billing staff can reconcile accounts same day.
Overview
When payments post in your accounting system but don't appear in CRM, reconciliation stalls and billing teams lack payment context. This workflow updates CRM invoices, attaches payment PDFs, and notifies the finance channel so billing can reconcile accounts same day.