Update job and invoice records when payment posts
Update job and invoice records when payment posts
Your invoice records and job board fall out of date when payments live only in accounting, leaving billing and ops unsure of client status. Keep records current so teams reconcile and act the same day.
Overview
Stop manual cross-checking between accounting and your job boards: this flow writes received payments back into your workspace so billing and operations see paid jobs the same day. Implementing it reduces reconciliation touchpoints and speeds client confirmations before the next billing run.