Skip to content
Log inSign up
Templates
Create backend account records from paid form submissions

Create backend account records from paid form submissions

Your paid form submissions sometimes skip backend processing, leaving participant balances stale. It updates accounts and creates follow-up tasks so billing can act same day.

Create backend account records from paid form submissions

Overview

Paid form submissions must land in your ledgers immediately or billing and coordinators waste time on manual reconciliation. This flow posts payments into backend account records and flags top-up cases so finance and ops can act the same day.

Create backend account records from paid form submissions