Update contact payment amount when payment is received
Update contact payment amount when payment is received
Your payment records arrive without contact context, delaying reconciliations and enrollment confirmations. This writes payment totals to contact records so billing and program teams can reconcile same day.
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Overview
When payments reach your CRM without clear contact-level totals, billing and program teams spend time hunting for context. This flow writes payment totals directly to the contact record on receipt, so billing can reconcile and confirm enrollments the same day.