IT: keep attendee payment totals accurate in event CRM
IT: keep attendee payment totals accurate in event CRM
IT admins see attendee balances go stale after invoices, forcing manual reconciliation. Update attendee financial fields on qualifying invoices so coordinators always see accurate cumulative payments.
Overview
Manual reconciliation of attendee payments creates billing discrepancies and operational friction for events. This workflow ensures attendee financial fields are updated when qualifying invoices record, eliminating manual billing fixes and giving coordinators an accurate view of cumulative payments.
Notable Features
- Update attendee payment totals
- Match invoices to attendee records
- Notify coordinators of balance changes