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Create tuition opportunity records from successful payment receipts

Create tuition opportunity records from successful payment receipts

Tuition charges arrive without attendee contact or account context, delaying reconciliation and enrollment tracking. Create Opportunity records with payment and attendee details for same-day billing.

Create tuition opportunity records from successful payment receipts

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Overview

When tuition payments post without CRM context, billing and program coordinators waste hours reconciling and manually creating records. This flow converts each charge into a linked Opportunity with payer details within minutes, so billing closes same-day and enrollment teams receive timely context.

Create tuition opportunity records from successful payment receipts