Skip to content
Log inSign up
Templates
Update client billing task from new payment events

Update client billing task from new payment events

Your client billing tasks lack payment context, delaying reconciliation and campaign delivery. Keep task records and payment totals current so project managers and billing staff reconcile same day.

Update client billing task from new payment events

Overview

Stop manual reconciliation and keep client records aligned the moment payments arrive. This flow reflects payment totals and last-paid dates in client tasks within minutes, so project managers and billing staff can reconcile same day and avoid delayed campaign delivery.

Update client billing task from new payment events