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Update payment status in spreadsheet for client billing rows

Update payment status in spreadsheet for client billing rows

Your CRM purchase activities aren't mirrored in the payment worksheet, causing billing delays and stalled onboarding. Rows get flagged automatically so billing can reconcile and begin onboarding same day.

Update payment status in spreadsheet for client billing rows

Overview

When purchase activities are recorded in your CRM but not reflected in your payment worksheet, billing and onboarding stall. This flow closes that gap by flagging the right worksheet rows within minutes so billing can reconcile and onboarding can begin same day.

Update payment status in spreadsheet for client billing rows