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Create billing task and contact for incoming payments

Create billing task and contact for incoming payments

Your Stripe payments can arrive without a CRM contact, leaving billing and production records incomplete. Your accounts receivable can reconcile payments and update production orders the same day.

Create billing task and contact for incoming payments

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Overview

When an online payment posts, missing CRM entries and manual lookups stall billing and production. This flow creates the contact when necessary, opens a billing task, and notifies your finance channel so receivables reconcile payments the same day.

Create billing task and contact for incoming payments