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Update paid deals and record payment date in tracker

Update paid deals and record payment date in tracker

You lose payment visibility when render jobs remain in prior pipeline stages after final invoices clear, creating manual reconciliation work and stalled reporting. This aligns deal stages and your payment tracker the same day.

Update paid deals and record payment date in tracker

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Overview

Final payments are a key revenue signal but manual status updates slow your small agency down and hide cleared invoices. This flow automatically advances deals to Fully Paid and stamps the payment date in your tracker, so billing and leadership see cleared revenue the same day. Implementing it removes manual reconciliation steps and speeds reporting.

Update paid deals and record payment date in tracker