Set CRM invoice status when invoices are authorised
Set CRM invoice status when invoices are authorised
Your authorised accounting invoices aren't in the CRM, so account managers lack billing status. Account managers and billing staff receive updated statuses within minutes, enabling faster collections.
Overview
When authorised invoices don't show in the CRM, account managers lose billing context and collections stall. Keep CRM invoice records current within minutes so billing staff and account managers can pursue outstanding charges the same day.