Assign free credits to client accounts from activity
Assign free credits to client accounts from activity
You log free-credit activities but credits sometimes don't sync to client accounts, causing manual reconciliation. Sync credits automatically to keep balances accurate before billing.
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Overview
Manual credit allocations create reconciliation overhead and risk of billing disputes. This flow posts free-credit values to your billing endpoint and updates CRM records automatically, keeping account balances correct and preventing disputes ahead of the next invoice run.