Keep IT owner payment records accurate from paid checkouts
Keep IT owner payment records accurate from paid checkouts
IT owners miss paid checkouts when sessions aren't captured, causing reconciliation gaps. Upsert paid sessions into your payment database so finance and owner have accurate records for reporting.
Overview
Missing payment records create reconciliation headaches and audit risk for small IT businesses. This workflow captures paid checkout sessions for the selected product and upserts them into your internal payments database so finance and the owner always have accurate sales records for reporting and reconciliation. The result is cleaner books, eliminated missing transactions, and fewer surprises at close.
Notable Features
- Capture paid checkout sessions by product
- Create or update payment records
- Alert finance and owner on payments