Update payment records and increment installments count now
Update payment records and increment installments count now
Your payments can lack matching customer records, leaving installment counts out of date and hindering reconciliation. It keeps billing records current so you can reconcile and follow up same day.
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Overview
Missed or out-of-date installment counts make reconciliation and follow-up slow and error-prone for a small consultancy. This flow updates customer billing records as payments arrive so your billing staff and the managing director can reconcile and act same day.