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Update invoice records and notify sales on payment

Update invoice records and notify sales on payment

Your invoice payments sometimes arrive without record updates, leaving billing and sales unsure if jobs can proceed. It updates invoice rows and task boards immediately, enabling on-time fulfillment within minutes.

Update invoice records and notify sales on payment

Overview

When payments post in your accounting system but records lag, fulfillment and commissions can stall. This flow reconciles payments to your operations sheet and project boards immediately, so sales and billing confirm delivery and update commissions within minutes.

Update invoice records and notify sales on payment