Skip to content
Log inSign up
Templates
Create payment and event records from new bookings

Create payment and event records from new bookings

Booking payments only live in your database, leaving finance unaware of deposits and package info. Rows go to finance and event sheets so billing can reconcile and coordinators follow up same day.

Create payment and event records from new bookings

Overview

Right now billing and event coordinators often work from incomplete data pulled only from the database. This flow pushes payments, deposits, and attendee rows into finance and event worksheets so teams can reconcile and follow up same day.

Create payment and event records from new bookings