Apply partner credit and log transaction to billing
Apply partner credit and log transaction to billing
Credit requests land in your project board without a recorded payment, leaving partner balances unreconciled. It applies the credit and logs a transaction so teams reconcile accounts same day.
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Overview
When credit requests sit unprocessed on project boards, partner balances slip and reconciliation grows costly. This flow applies the credit, logs a transaction, and updates the source record so marketing ops and billing staff reconcile accounts the same day.