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Update client balance when payment timestamp changes in ledger

Update client balance when payment timestamp changes in ledger

Your ledger entries go stale when payment timestamps change without balance updates. Keep balances current so billing staff and founders reconcile and send statements same day.

Update client balance when payment timestamp changes in ledger

Overview

When payment timestamps change, ledger balances should update immediately so billing staff don't spend hours reconciling. This flow finds today's client balance, recalculates it, and updates the ledger within minutes so statements can go out same day.

Update client balance when payment timestamp changes in ledger