Update opportunity with posted invoice totals and balance
Update opportunity with posted invoice totals and balance
Your opportunities miss invoice amounts after an invoice reference is added, leaving reps without billing context. Populate amount and balance so billing and sales act on accurate figures.
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Overview
When invoice references are added to opportunities, teams often lack the posted amount and balance needed for collections and forecasting. This flow enriches opportunity records with posted invoice totals so sales ops and billing can act on accurate figures within minutes.