Add payment tracking entries from completed bookings to CRM
Add payment tracking entries from completed bookings to CRM
Your completed bookings lack structured payment obligations for ministers and witnesses, causing manual follow-up and missed payouts. The flow writes amounts to CRM profiles for reconciliation.
Overview
Ended booking meetings often leave staff payout items unrecorded, forcing manual reconciliation. This flow writes amounts to each staff CRM profile and marks them Unpaid so project managers and billing can reconcile same day.