Head of CRM: update TG Pay fees when balances change
Head of CRM: update TG Pay fees when balances change
Head of CRM sees uncalculated TG Pay balance changes cause billing errors and audit risk. Recalculate and write TG Pay fee to contacts immediately to ensure billing accuracy and clean audit trails.
Overview
Billing teams face reconciliation headaches and audit exposure when TG Pay fees lag behind balance changes. This workflow recalculates and writes fees to contact records immediately, eliminating manual calculation errors and delivering clean audit trails for finance and CRM.
Notable Features
- Recalculate TG Pay fee on change
- Update contact records with fee
- Notify finance on significant changes