Update matter fee fields from payment webhooks in CRM
Update matter fee fields from payment webhooks in CRM
Your matter records miss payment and installment details from intake webhooks, producing incorrect fee summaries. Keep billing fields current so invoices and reconciliations are accurate same day.
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Overview
When intake webhooks fail to update matter billing, invoices and reconciliations stall and your billing staff spends time hunting down amounts. This flow writes incoming payment and installment details straight into matter billing fields so invoices are accurate and reconciliations can complete same day.