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Create or update CRM invoices from payment events

Create or update CRM invoices from payment events

Gateway invoice updates sometimes never reach your CRM, leaving billing coordinators without payment status. Records are created or updated so reconciliation and client follow-up occur same day.

Create or update CRM invoices from payment events

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Overview

Eliminate manual reconciliation gaps by syncing gateway invoice updates straight into your CRM. The flow creates or updates invoice and payment records within minutes of gateway events, so billing and account teams reconcile and follow up same day.

Create or update CRM invoices from payment events