Update client records from new payment rows in sheet
Update client records from new payment rows in sheet
New payment rows in your payments sheet can create unmatched entries and leave teams without billing context. Keep client billing and contact data so outreach and reconciliation occur same day.
Overview
When payments land in your sheet, unmatched rows leave account teams blind to billing status and delay outreach. This flow keeps client billing and contact records current so account managers can act and reconciliations complete the same day.