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Customer segmentation based on paid invoices

Automatic update of account category upon invoice payment
Template
Application type
Business process
Template type
    Product description
    Product description

    Set up segmentation parameters in the Account categories lookup.

    When a customer makes a full or partial payment against the invoice, the category of respective account gets updated automatically.

    Price
    Free
    Product compatibility
    Product
    Sales (commerce)
    Sales (enterprise)
    Version
    7.11 and up
    Platform
    .Net Framework

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