Create CRM payment records from new gateway charges
Create CRM payment records from new gateway charges
Unrecorded card charges in your payment feed leave your payments ledger incomplete and delay finance reconciliation. They become CRM payment records so reconciliations finish before the next bank run.
Overview
When charges hit your gateway but aren't logged, reconciliation stalls and month-end work expands; this flow records every charge as a CRM payment and links it to the right contact. Finance coordinators get auditable payment records within minutes so bank reconciliation and reporting stay on schedule.