Update payment status in CRM from paid spreadsheet rows
Update payment status in CRM from paid spreadsheet rows
Your payment request sheet has rows marked paid but deals remain unupdated, causing reconciliation delays. It updates CRM payment fields and sheet status so billing reconciles same day.
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Overview
When paid rows sit in a sheet but the CRM still shows pending, reconciliation and invoicing stall. This flow promotes approved payments into deal fields and updates the sheet so billing can reconcile same day and move invoices faster.