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Update CRM deal with invoice status and due date

Update CRM deal with invoice status and due date

Invoice updates in accounting don't reach deals, leaving reps without payment status or amounts. This keeps deal records current so you can chase and reconcile payments the same day.

Update CRM deal with invoice status and due date

Overview

When accounting updates an invoice, your reps often lose payment context and delay follow-up. This flow writes invoice status, totals, and due date into the deal record so reps and billing can act within the same business day.

Update CRM deal with invoice status and due date