Update booking records with payment details for billing
Update booking records with payment details for billing
Booking payments arrive without CRM updates, leaving billing unsure which appointments are paid. It updates bookings with payment status and amounts so you reconcile revenue the same day.
Overview
Charging events automatically populate payment fields on booking records so billing staff and owners see payment status and amounts without looking across systems. That eliminates manual reconciliation steps and ensures revenue is reconciled the same day.