Capture refunded orders as CRM contacts and deals

Finance teams miss refunded or cancelled orders in their CRM, creating untracked liabilities and audit gaps. That ensures consolidated processing fee and refund records for reconciliation and audit.

Overview

Missed refund and cancellation records create audit exposure and hidden liabilities for finance teams. This workflow captures those events as contact and deal records, giving a single source of truth for processing fees and refunds and creating an auditable trail for reconciliation.

Notable Features

Create or update contact records
Log processing fees to deals
Add audit notes and tags