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Update account open balance from received invoice payments

Update account open balance from received invoice payments

Your payments recorded in accounting don't update CRM account balances, leaving reps without current receivables context. Keep account open balances current so reps and billing can act same day.

Update account open balance from received invoice payments

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Overview

When payments sit only in accounting, account managers and billing lack the live receivables they need to act. This flow writes recorded invoice payments into CRM so reps see accurate open balances and can follow up same day.

Update account open balance from received invoice payments