Update client fee fields after invoice payment posts
Update client fee fields after invoice payment posts
Unprocessed invoice payments leave client fee fields outdated, delaying reconciliation and advisor meeting prep. Advisors and billing staff get updated fee totals in the CRM within minutes.
Overview
Unprocessed paid invoices create stale fee data that slows reconciliation and advisor prep. This flow calculates platform and tax adjustments and writes them back to client records so billing and advisors see accurate totals the same day.