Update opportunity payment totals from accounting payment records
Update opportunity payment totals from accounting payment records
Unmatched payments leave job records without paid totals or dates, delaying reconciliation. Update CRM payment fields so billing staff and sales reconcile and follow up same day.
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Overview
When payments post in accounting, CRM records should reflect who’s paid and when — not lagging balances. This flow writes payment totals and dates into CRM so billing staff and sales reconcile and follow up the same day.