Skip to content
Templates
Create AR customers from payment webhooks for billing

Create AR customers from payment webhooks for billing

Your payment webhooks arrive without linked accounting customers, creating reconciliation gaps. It creates or finds customer records so billing staff can reconcile payments same day.

Create AR customers from payment webhooks for billing

Workflow preview:

Zap details:

Overview

When payments arrive without matching accounting customers, billing staff spend time reconciling and issuing refunds. This workflow finds or creates accounting customers from payment webhooks so finance can reconcile course sales and clear queues same day.

Create AR customers from payment webhooks for billing