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Create customer payment records from new card transactions

Create customer payment records from new card transactions

Your card payments often arrive without booking links, causing reconciliation gaps and manual lookups. It creates linked payment records and updates bookings so finance can reconcile before close.

Create customer payment records from new card transactions

Overview

Manual payment lookups and missing booking links slow reconciliation and increase audit work. This flow captures each card payment, creates a linked payment record, and applies FX so finance can reconcile confidently within minutes.

Create customer payment records from new card transactions