Send payment ledger updates to donor CRM and notify staff
Send payment ledger updates to donor CRM and notify staff
Your payment ledger rows lack CRM linkage, leaving donor transactions unverified and reconciliation delayed. It pushes transactions into your donor CRM and notifies billing staff the same day.
Overview
When ledger rows update, development and billing need accurate donor context to reconcile gifts and acknowledge supporters. This flow pushes payments into the donor CRM, creates or updates contact associations, and alerts staff on exceptions so follow-up happens the same day.