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Update invoice record from paid spreadsheet row for billing

Update invoice record from paid spreadsheet row for billing

Your payment sheet rows left unchecked cause invoices to remain marked unpaid, delaying reconciliation. Update invoice records so billing can reconcile accounts before the next run.

Update invoice record from paid spreadsheet row for billing

Overview

Unrecorded payments in your sheet can leave invoices marked unpaid in your CRM and slow reconciliation. This flow finds the accounting invoice, attaches the online invoice link, and marks the CRM invoice paid so billing staff can reconcile accounts within minutes and before the next billing run.

Update invoice record from paid spreadsheet row for billing