Update invoice status in CRM when payment posts
Update invoice status in CRM when payment posts
Your CRM invoices can stay unpaid after accounting records payments, triggering duplicate reminders and reconciliation gaps. It marks invoices paid so billing staff reconcile same day.
Overview
When payments land in accounting but CRM doesn't reflect them, billing teams waste time chasing already-paid customers and reconciliation stalls. This flow closes that loop by marking invoices paid in the CRM within minutes of payment posting, letting billing reconcile same day.