Add paid client to contact records after payment
Add paid client to contact records after payment
Your payment posts can arrive without a linked contact, leaving billing without payer context. It updates the contact record and tags the payment for same-day reconciliation.
Overview
Payments that aren't linked to contacts slow reconciliation and frustrate billing staff. This workflow ties every booking payment back to the right contact and marks it paid, giving your billing and client services the context they need to reconcile and follow up the same day.