Create CRM follow up tasks for manual payments from gateway
Create CRM follow up tasks for manual payments from gateway
Unmatched payments create unreconciled invoice balances and leave collections reps without clear next steps. It creates CRM follow ups so agents resolve exceptions same day.
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Overview
When payments require human review, reps need clear next steps or invoices age into delinquency. This flow creates CRM tasks with customer and invoice context so collections agents can act and resolve exceptions same day.