Create customer record and save payment system ID

Your contact rows lack a linked payment customer ID, leaving billing without invoice or reconciliation context. Link contacts to payment customers so billing can issue and reconcile invoices same day.

Overview

When contacts arrive without a payment-customer link, billing teams can’t invoice or reconcile efficiently. This flow finds or creates the payment customer and writes the customer ID back to your contact rows, enabling same-day invoicing and cleaner reconciliation.