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Update opportunity record with paid invoice and payment date

Update opportunity record with paid invoice and payment date

Your paid invoices in accounting aren't connected to opportunities, so reps lack payment context for closes. Add payment dates and amounts to opportunities so finance and sales can reconcile same day.

Update opportunity record with paid invoice and payment date

Overview

When payments post in accounting but aren’t reflected in your CRM, reps and finance lack the context needed for closes and commission processing. This flow writes payment dates and amounts directly to the opportunity so teams can reconcile and pay commissions the same day.

Update opportunity record with paid invoice and payment date