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Update deal payment records from received invoice emails

Update deal payment records from received invoice emails

Your invoice emails leave payment details unrecorded, forcing manual reconciliation and delaying project closeout. It updates deal payment fields automatically so you get reconciled records same day.

Update deal payment records from received invoice emails

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Overview

Untracked payment emails turn reconciliation into a manual chore and slow project closeout. This flow pulls payment details straight from invoice emails and updates the deal record automatically, giving project managers and billing staff reconciled payment status the same day.

Update deal payment records from received invoice emails