Reconcile an incoming payment and update the CRM and PM tool
When Stripe or your bank confirms a payment, Revo reconciles the invoice, updates the CRM stage, and notes it on the PM project.
Payment lands in Stripe. Owner finds out three weeks later when reconciling the bank statement. Revo closes that loop in real time.
How Revo matches
Amount + memo + payer match against open invoices. fuzzy match handles partial payments and rounding. Revo flags ambiguous matches for review.
What gets updated
Invoice marked paid in accounting, CRM stage advanced if the contract is fully paid, PM project note added so the team knows.
- 1
Read the payment
Stripe webhook, bank notification, or accounting tool event.
- 2
Match to invoice
Amount + memo + payer match. fuzzy match for partial payments.
- 3
Update everything
Accounting marked paid, CRM stage advanced, PM project note added.
- 4
Log on the engagement
Single source of truth: payment received, applied to invoice, project status updated.
Tools Revo touches for this action
Revo connects to your stack and pulls the context this action needs. Tap any tool to see the rest of what Revo runs there.
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