Update CRM invoice record when payment posts for account
Update CRM invoice record when payment posts for account
Your CRM invoice records lag when payments post only in accounting, leaving account owners without current balances. The update keeps invoice status and balances accurate so teams see changes same day.
Overview
Payments that only live in accounting leave account owners unable to act and slow down collections. This flow writes payment status and balances back into the CRM so account teams see updated balances within minutes and can take action same day.