Create payment records and reconcile new online payments
Create payment records and reconcile new online payments
Your online payments sometimes arrive without CRM context, leaving bookings untracked and reconciliation unclear. It creates CRM payment records, pings the team, and opens a reconciliation task same day.
Overview
When payments arrive without CRM records, reconciliation stalls and bookings can slip. This workflow logs each successful payment into your CRM, opens a reconciliation task, and alerts your ops channel so billing can clear transactions the same day.