Engineering: Create billing customers when CRM flag set
Engineering: Create billing customers when CRM flag set
Engineers find CRM accounts flagged send to billing missing payment profiles, causing invoice delays and reconciliation mismatches. This flow creates payment customers and writes IDs back, enabling finance to invoice and reconcile.
Overview
Invoice delays and reconciliation mismatches create audit risk and slow finance cycles. This workflow links CRM accounts to payment-system customers and writes back IDs, eliminating missed customer links and reducing manual reconciliation work.
Notable Features
- Create payment customers from CRM
- Write payment IDs back to CRM
- Filter out already linked accounts