Update CRM payment status from incoming invoice payments
Update CRM payment status from incoming invoice payments
Your payment records land in billing but CRM deal boxes miss paid-to-date and stage updates, creating reconciliation blind spots. It updates CRM stages and paid totals so records match billing same-day.
Overview
When invoices are paid, your CRM should reflect that immediately so billing and leadership can act with confidence. This workflow ties payments to CRM deal boxes and updates paid totals and stages so reconciliation and forecasting happen same-day.