Log settled transactions to payments and alert ops
Log settled transactions to payments and alert ops
Your settled bank transactions lack CRM records, delaying billing and commission reconciliation. It creates CRM payment entries and alerts ops so reconciliations finish same day.
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Overview
Unreconciled settled transactions slow billing and scramble commission calculations. This flow writes each settled payment into the CRM and posts a short ops alert, so billing and sales ops can reconcile and close gaps the same day.