Create customer record and revenue row from purchase
Create customer record and revenue row from purchase
Your purchases aren't added to customer records or the revenue tracker, leaving billing and onboarding without purchase context. Create a customer document and a revenue row within minutes.
Overview
Unlogged purchases create reconciliation gaps and slow onboarding; this flow turns every completed checkout into both a customer document and a revenue table row automatically. That gives billing and program coordinators immediate purchase context within minutes, reducing manual lookups before the next reconciliation run.