Record first customer payment and update order status
Record first customer payment and update order status
Your CRM deals missing recorded payments leave invoices unreconciled and orders stalled. Sync payments to your ledger and update deal and storefront status so records align before the next billing run.
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Overview
When a first installment is recorded on a CRM deal, this flow posts the receipt to your accounting ledger and updates both the deal and storefront status so billing and sales share one source of truth. That eliminates reconciliation gaps and keeps orders correctly staged ahead of the next billing run.