Add paid customer and log successful payment to records
Add paid customer and log successful payment to records
Your payment notices arrive without a single record, causing billing confusion and outreach delays. It adds payment details to contacts and logs them so billing can reconcile same day.
Overview
When a sale completes in your commerce platform, this flow immediately logs the transaction, posts a masked payer identifier to your finance channel, and updates the contact record. That gives billing staff a reconciled contact and ledger entry to act on the same day.