Update client deal balance automatically after payment posts
Update client deal balance automatically after payment posts
Your posted payments aren't applied to deal records, so client balances go stale and reconciliation requires manual checks. Keep receivables accurate and reconciled the same day.
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Overview
Unapplied payments leave deal balances stale and force your operations team into manual reconciliation. This workflow applies posted accounting payments to deal balances automatically so billing and operations see accurate receivables within minutes and reconcile the same day.