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Update paid invoice status in your client tracker

Update paid invoice status in your client tracker

Your paid invoice updates don't reach your client tracker, delaying commission posting and reconciliation. Get paid statuses updated automatically so billing staff can reconcile books the same day.

Update paid invoice status in your client tracker

Overview

When paid invoices don’t sync into your tracker, reconciliation and commission payouts stall and brokers work from stale data. This workflow updates client invoice status immediately after payment, letting billing staff reconcile and close books the same day.

Update paid invoice status in your client tracker