Founders: keep customer remittance methods accurate in CRM
Founders: keep customer remittance methods accurate in CRM
Founders see CRM payment instructions mismatch gateways, causing billing errors and misrouted payments. This writes gateway remittance choices to company records so billing teams invoice with accurate payment instructions.
Overview
Billing teams face reconciliation headaches when CRM payment instructions don't match gateway settings. This workflow ensures CRM remittance preferences reflect gateway data, preventing misrouted payments and providing a clear audit trail for invoicing and collections.
Notable Features
- Set CRM remittance preference
- Map gateway values to fields
- Notify billing on changes