Update client payment records when payment webhooks arrive
Update client payment records when payment webhooks arrive
Your payment rows for some product orders are on-hold and missing payment method and completion dates, which delays client billing. The workflow fills those fields so you can reconcile same day.
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Overview
When payment events arrive but spreadsheet rows remain unchanged, reconciliation stalls and billing follow-up is delayed. This workflow writes payment method and completion dates into the matching row so billing staff can reconcile and reach clients the same day.