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Create credit record when payment reconciles for campaigns

Create credit record when payment reconciles for campaigns

Your payment records missing credit entries leave campaign balances and invoicing out of sync. Create credit records and mark payments credited so marketing ops and finance reconcile same day.

Create credit record when payment reconciles for campaigns

Overview

When reconciled payments don't produce credit entries, campaign budgets and billing reports diverge and manual reconciliation slows teams down. This workflow creates a credit record and updates the payment status automatically, enabling marketing ops and finance to reconcile same day.

Create credit record when payment reconciles for campaigns