Mark paid invoices on tracking board with date
Mark paid invoices on tracking board with date
Your paid invoices aren't marked on the tracking board, causing reconciliation delays for billing staff. Updates keep status and payment date current so reconciliation can finish same day.
Overview
When payments post, your billing and operations teams need a single source of truth to close the books. This workflow writes paid status and payment date to your tracking board so billing staff can reconcile and report the same day.