Update CRM invoice records after received customer payments
Update CRM invoice records after received customer payments
Your CRM invoice records lag when payments post only in accounting, causing mismatched balances and slow client follow-up. Keep invoice balances and follow-up priorities accurate within minutes.
Overview
When payments post in accounting but your CRM isn't updated, reconciliations and client outreach stall. This flow pushes payment details into your CRM so billing staff see correct balances and can act within minutes.