Update customer revenue and plan after successful payment
Update customer revenue and plan after successful payment
You lack installment and revenue context when payments hit without CRM updates, causing billing delays. This updates the customer record so billing staff reconcile accounts same day.
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Overview
When payments arrive without CRM context, revenue reporting and billing get noisy and slow. This flow writes payment totals and installment counts back to customer records so billing and revenue ops can reconcile same day and avoid manual fixes.