Add new payments to contact profile and ledger

You get payments without customer context, delaying follow-up and slowing reconciliation. It records payments and adds contacts for same-day outreach and reconciliation.

Overview

When payments arrive without linked contact records, outreach stalls and reconciliation becomes manual. This flow captures payments, enriches the payer as a marketing contact, and logs the transaction so campaign managers and billing can act within minutes and reconcile same day.