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Update opportunity record when client payment is received

Update opportunity record when client payment is received

You lose payment context when paid invoices aren't linked to opportunities, leaving account managers unable to finalize client billing. It updates opportunity records with payment details so teams see status same day.

Update opportunity record when client payment is received

Overview

When client payments clear they should immediately update opportunity records so agency account managers and billing staff avoid manual reconciliation. This flow pushes payment amounts and paid dates into the opportunity record, giving teams same-day revenue context to close billing faster.

Update opportunity record when client payment is received