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Update invoice records as paid when payments post

Update invoice records as paid when payments post

Your invoice records fall out of sync when payments post only in accounting, forcing manual reconciliation. It marks invoices paid and records payment details so finance sees reconciled ledgers.

Update invoice records as paid when payments post

Overview

When payments land only in accounting, your billing database can fall out of sync and month-end reconciliations slow to a crawl. This flow automatically marks invoices paid and captures payment details so billing staff see reconciled ledgers within minutes, reducing manual lookups ahead of close.

Update invoice records as paid when payments post