Create payment record and tag buyer for onboarding
Create payment record and tag buyer for onboarding
Your paid orders and payment webhooks scatter across tools, delaying onboarding and causing reconciliation gaps. Capture each payment to a central sheet and apply tags so onboarding can begin same day.
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Overview
When payments land in different tools, onboarding stalls and reconciliation gets messy; this flow centralizes every paid order into one tracker and applies buyer tags so program coordinators can act immediately. With payments recorded and tags applied within minutes, onboarding begins same day and finance reconciliation stays current.