Update payment milestone to Paid when payment posts
Update payment milestone to Paid when payment posts
You receive payments in accounting without corresponding project milestone updates, creating reconciliation gaps for billing staff. Keep milestone statuses current and enable same-day reconciliation.
Overview
When payments post in accounting, delays in milestone status block billing reconciliation and revenue workflows. This flow finds the related project, flags the matching milestone Paid, and alerts billing so reconciliation completes the same day.