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Create refund payment records and update subscription revenue

Create refund payment records and update subscription revenue

Refunds sitting only in payments cause reconciliation gaps and incorrect subscription totals. Create CRM payment rows and update lifetime revenue so finance reconciles same day.

Create refund payment records and update subscription revenue

Overview

Refunds that only live in the payment processor create reconciliation work and stale subscription metrics for billing staff. This flow records negative payment rows and updates lifetime revenue in your CRM automatically, giving finance accurate ledgers within minutes so reconciliation happens the same day.

Create refund payment records and update subscription revenue