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Update Opportunity payment status when invoices are paid

Update Opportunity payment status when invoices are paid

Your paid invoices in accounting aren't marked on Opportunities, which delays deal reconciliation. Gain same-day visibility into paid deals for sales and billing.

Update Opportunity payment status when invoices are paid

Overview

Unreconciled payments create downstream work for both billing and sales. This flow ensures invoices marked paid in accounting immediately update the Opportunity payment status in CRM, giving sales and finance same-day clarity to reconcile revenue and act on closed deals.

Update Opportunity payment status when invoices are paid