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Create customer and job record from paid transactions

Create customer and job record from paid transactions

Paid job records stuck in your service app leave billing and dispatch without a unified customer or order view. It creates customer and job records for reconciled invoicing and same-day scheduling.

Create customer and job record from paid transactions

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Overview

Paid jobs that never reach your billing records create reconciliation gaps and slow invoicing; this workflow pushes paid job and customer records into downstream systems so billing staff and shop managers can reconcile and schedule without delay. You’ll have reconciled records within minutes of payment, enabling same-day invoicing and accurate dispatch.

Create customer and job record from paid transactions