Create revenue records from paid forms for billing teams
Create revenue records from paid forms for billing teams
Your paid form submissions arrive untracked, creating reconciliation gaps and delaying client receipts. Log paid submissions to a revenue table and attach payment links for same-day reconciliation.
Overview
When paid signups aren't logged centrally, reconciliation and client follow-up stall and the founder spends time chasing missing records. This flow captures each paid submission into a single revenue table and preserves payment references, enabling same-day reconciliation and faster client receipts.