Create validated payment records and link to customer

Unvalidated customer payments leave sales records incomplete and delay commission reconciliation. Link each qualifying payment to the customer record so sales ops can reconcile same day.

Overview

If qualifying payments aren't tied to customer records, reps can't attribute revenue or manage commissions and reconciliation drags on. This flow validates payment amounts and writes a linked payment record into your central workspace so sales ops and account managers can reconcile same day.