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Update opportunity records when customer payments post promptly

Update opportunity records when customer payments post promptly

Your payment postings in accounting don't mark Opportunities paid, leaving reps and billing uncertain. Teams reconcile and act on payments same day when Opportunities show acknowledgement date and reference.

Update opportunity records when customer payments post promptly

Overview

Payments that only live in accounting leave sales blind and slow reconciliation. This flow writes payment acknowledgements back to Opportunities so sales and billing reconcile faster and act on settled invoices the same day.

Update opportunity records when customer payments post promptly