Create sales receipt records for CRM and line items
Create sales receipt records for CRM and line items
Your accounting receipts miss per-item CRM records, leaving sales ops and billing without line-level context for installs. Add receipts to CRM so teams see transaction and product details before billing.
Overview
When payments post in your accounting system, your CRM should show the sale and its itemized lines so installers, sales ops, and billing have full context. This flow creates CRM sales receipt records and per-line product entries within minutes, giving teams reconciliation-ready detail before the next billing run.