Update account activity dashboard when invoice is paid
Update account activity dashboard when invoice is paid
Your paid invoices miss parsed sample and spend totals, leaving campaign managers without account context. The sheet is updated so teams can act on refreshed totals within minutes.
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Overview
When paid invoices contain sample items, your account dashboard should reflect those counts immediately so campaign managers can act. This flow parses line items and updates the account activity sheet, delivering refreshed sample and spend totals within minutes to drive timely outreach and fulfillment.