Update invoice records weekly when external payments post
Update invoice records weekly when external payments post
Your invoice records miss gateway payment confirmations, leaving revenue visibility stale. Mark paid invoices and add payment dates weekly so reconciliation is ready by month-end.
Overview
When payments aren't reflected in your deal tracker, reps chase already-paid accounts and reconciliation slips. This flow checks payments weekly and marks deals paid with the payment date so reconciliation and commission runs are accurate by month-end.