Tag paid invoices on customer CRM record for billing
Tag paid invoices on customer CRM record for billing
Your final invoice records may update without marking the customer paid, leaving billing and dispatch unaware. It tags the customer record so billing and ops see paid status before reconciliation.
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Overview
Unclear invoice statuses create reconciliation friction and slow dispatch decisions for operations and billing. This flow automatically tags the customer record when a final invoice updates so billing and ops see paid status within minutes, improving reconciliation and readiness before the next billing run.