Update opportunity stage when invoice payment is reconciled
Update opportunity stage when invoice payment is reconciled
Your reconciled invoice payments aren't marked on Opportunities, leaving reps unsure about deal status. Update Opportunity stage automatically so deals show as paid same day.
Overview
When accounting reconciles payments, sales needs that status immediately in CRM or forecasting and fulfillment stall. This flow marks Opportunities as paid the same day the payment reconciles so revenue teams get accurate pipeline signals and reduce manual handoffs.