Update AR record in CRM after invoice payment posts
Update AR record in CRM after invoice payment posts
Your invoice payments aren't updating CRM AR records, leaving balances stale and delaying billing reconciliation. Keep AR records current so finance reconciles accurately before the next billing run.
Overview
When payments post in accounting but AR records stay outdated, billing spends time reconciling instead of collecting. This flow writes posted payments into your CRM AR records so balances are accurate within minutes and ready for the next billing run.