Record card payments and update invoices and deals
Record card payments and update invoices and deals
Unposted card webhooks leave invoices and deals out of sync, delaying order fulfillment. Payments get recorded and deals updated so billing and account managers act within minutes.
Overview
Card payments should stop being a manual reconciliation task. This flow posts payments to your invoicing system and updates the linked deal so billing and account managers can move orders forward the same day. Chargebacks automatically create activities and alerts so follow-up happens before escalation.