Add RF payment code to new customer and deal records
Add RF payment code to new customer and deal records
Your customer records miss RF payment references, slowing invoice-receipt matching. Add a payment code to customer and deal records so billing can reconcile same day.
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Overview
New customers often arrive without a reconciliable RF reference, which slows AR and burdens billing. This flow auto-generates the RF code and writes it to both billing and CRM records so billing and sales can match payments the same day.