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Create contacts and invoices from every successful payment

Create contacts and invoices from every successful payment

Your payments arrive without linked CRM records or invoices, blocking billing and leaving sales without purchase context. Creates contacts, invoices, and a transaction log for same-day reconciliation.

Create contacts and invoices from every successful payment

Overview

Unmatched payments slow reconciliation and leave sales without purchase context. This flow captures the payment, updates or creates the customer and invoice, and writes a transaction log so billing and sales can reconcile and follow up the same day.

Create contacts and invoices from every successful payment