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Update client records after paid invoice for bookkeeping

Update client records after paid invoice for bookkeeping

Paid invoices in your booking system don't update client profiles, leaving counts and invoice IDs stale. It updates client records so billing staff have correct data before reconciliation.

Update client records after paid invoice for bookkeeping

Overview

When paid invoices live only in your booking tool, reconciliation and client follow-up fall behind. This flow writes payment status, invoice references, and session counts into contact records so billing staff see correct histories within minutes before the next reconciliation.

Update client records after paid invoice for bookkeeping