Update delivery and balance rows when a payment posts

Your delivery list goes out of date when payments post separately, causing dispatch confusion and missed pickups. Keep delivery rows current so dispatch and billing can schedule shipments same day.

Update delivery and balance rows when a payment posts

Overview

When payments post in accounting but the delivery register lags, dispatch and billing spend time chasing details and shipments slip. This flow writes payment, balance, and contact data to your delivery sheet within minutes so dispatch can confirm shipments the same day.

Update delivery and balance rows when a payment posts