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Update deal totals and add payment row for finance

Update deal totals and add payment row for finance

Your successful payments aren't reflected in deal cash fields, leaving finance and reps without current totals for reconciliation and commissions. Get deal totals and a consolidated payment row added same day.

Update deal totals and add payment row for finance

Overview

When successful payments don't land in your deal records, reconciliation and commission calculations stall. This flow writes each payment to your ledger and updates deal cash totals so finance and sales can reconcile and report within minutes.

Update deal totals and add payment row for finance