Update invoice status on board when payment posts
Update invoice status on board when payment posts
Your campaign spend board goes stale when invoice payments aren't recorded, causing delayed budget visibility. Marking payments on the board returns spend visibility to managers same day.
Overview
Prevent campaign budgets from drifting out of date by writing paid invoices back to your campaign/account tracker. Campaign managers and marketing ops get same-day spend visibility so monthly reports and budget calls reflect actual payments.