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Create sales and payment records from new receipts

Create sales and payment records from new receipts

Your payment events lack structured sales or payment rows, causing attribution gaps. The workflow creates linked sale and payment records so campaign managers can reconcile before monthly close.

Create sales and payment records from new receipts

Overview

When payments aren't captured as structured revenue rows, campaign attribution and monthly reporting get noisy. This flow turns each incoming payment into a linked sale and payment record and alerts ops if no opportunity exists, letting campaign managers reconcile revenue the same day.

Create sales and payment records from new receipts