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Update settled payments in CRM and notify accounting

Update settled payments in CRM and notify accounting

Your daily settlement results arrive without CRM status, leaving billing unable to reconcile deposits quickly. This updates payment records and posts an accounting alert so deposits reconcile same day.

Update settled payments in CRM and notify accounting

Overview

Run a daily settlement sweep so your billing team no longer has to hunt for cleared payments. By updating payment records and pushing an accounting alert each morning, reconciliations complete same day and finance leaders gain reliable deposit visibility before close.

Update settled payments in CRM and notify accounting