Update contact refund records in CRM for billing
Update contact refund records in CRM for billing
Your refund notifications aren't added to client contact records, so billing staff lack refund context when reconciling jobs. Keep contact refund history current so invoices reconcile faster, same day.
Overview
Refunds that never reach client records create reconciliation work and stalled job closes. This workflow pushes refund details into client contacts so billing staff and project managers can reconcile invoices and close jobs the same day.