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Update opportunity record when invoice is marked as paid

Update opportunity record when invoice is marked as paid

Invoices marked paid in accounting aren't mirrored on opportunity records, leaving reps without payment context. This gives account managers payment visibility and updates pipeline records same day.

Update opportunity record when invoice is marked as paid

Overview

Invoices marked paid must reflect on opportunities so reps and revenue ops have accurate payment context. This flow finds matching opportunities and timestamps payments within minutes, keeping forecasts and collections aligned ahead of the next review.

Update opportunity record when invoice is marked as paid