Create payment records in CRM ledger for finance
Create payment records in CRM ledger for finance
Your charges lack a central CRM record, leaving billing staff without reconciliation or dispute context. It logs each charge to the CRM so finance can reconcile same day.
Overview
When charge details never reach the CRM, reconciliation stalls and disputes take longer to resolve. This flow captures each new payment into your CRM and attaches campaign and payer context so finance can reconcile and act the same day.